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I think I’m still processing the scale and energy of the 2018 Grace Hopper Celebration of Women in Computing. This was my second year attending. The conference is, obviously, about so much more than how to manage your finances. But it’s the part I care about most, so I viewed most of the conference through […]
A friend and fellow financial-planning-firm owner forwarded an email to me recently. It was a promotion from Google Ads, promising $300 in free ads if he first spent $300 of his own money. He wanted to know if I thought he should do it.
A lot of my clients receive RSUs. In public companies. But what if you work for a private company? That’s not so straightforward.
What should I do with my stock options? How much house should I buy? How much should I be saving? Is this idea crazy?
You know that our tax laws changed a lot on January 1. But what you might not know is, “What should I do about it?”