What Should I Do with My Old 401(k)?
Did you just leave your job? Or did you leave a job a loooong time ago, and just never did anything with that 401(k)?
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What You Should Know About the New Tax Bill Before Year’s End
Do you need to do anything before year’s end in anticipation of the newly reconciled tax bill, likely taking effect January 1?
Trusting a Financial Advisor Is So Important. But Is It Possible?
Bernie Madoff. Hard-driving insurance salespeople. Mutual-fund salespeople in advisor’s clothing. There are plenty of reasons to distrust financial professionals.
Socially Responsible Investing: Is It a Good Idea for Women in Tech?
If you’re a woman in tech, you’re likely interested in Socially Responsible Investing. You’re affluent, highly educated, and female. The exact demographics most interested in SRI. Which is to say, my clients.
“Essentialism” and the Disciplined Pursuit of a Better Financial Future.
I recently read the book Essentialism: The Disciplined Pursuit of Less, by Greg McKeown. To vastly simplify it: time is a finite resource, spend it well. As I read it, I was struck by how this book’s philosophy and recommendations translate darn near exactly into effective financial planning.