When $200,000 is just Middle Class

(or “Strategies for Life in a High Cost of Living Area”) A few months ago I spoke with Cindy M., a mother working in the high tech industry in the San Francisco Bay Area.

Block Woman holds a penny and stands in front of a chalk hopscotch game with a blue bucket at the other end.

Donating to Charity? Donate Investments, Not Cash, and Improve Your Portfolio, Too.

Why do you give money to charity? To help the people and causes that deserve help. That should always be the guiding light of your giving decisions. If you end up giving money in a financially “sub-optimal” way…kinda, so what? You still accomplished the most important piece. That said, there are several charitable-giving tactics that […]

Block Woman surveys white puzzle pieces

A Case Study in Navigating an IPO

Do you want to create a smart strategy for your company’s IPO, but you have options and shares and RSUs, you don’t know how they fit together, and it all just seems irreducibly complex? Maybe a case study will be helpful, to illustrate how one woman came up with a good solution for her specific life […]