This last March, I took my family on a trip to Europe (London and Paris), a trip that I’d first envisioned in January 2020. Enter pandemic, recovery from pandemic, negotiation of elementary- and middle-school schedules, my own hangups, and I finally did it, four years later.
Should You Move Your Cash to a Different Bank to Get a Higher Interest Rate?
With interest rates now being not-zero, it is very tempting to move our cash all around in order to actually, Finally Lord! get some interest on our cash.
Continue readingMaking Decisions Is Exhausting. Rules and Automation Help You Make Fewer Decisions in your Finances.
You and I probably have at least one thing in common: the administrative burden of modern life is exhausting. Overwhelming. Frustrating. Just nothing good about it, but we can’t escape it.
Continue readingDon’t hang out with billionaires. (Video)
How Much Money Do You Need?
Our clients are in their 20s, 30s, and 40s. They’re all well paid. Many have gone through big liquidity events (read: IPO) that have dumped a big Bucket O’Money™ in their laps. (That’s what we specialize in after all.)
Continue readingMeg’s Musings: Thriving in the Time of Covid
Meg’s Musings: (Reducing) Spending Edition
It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)
What Does Career Success Look Like in Actual Dollars?
I frequently talk about how important it is for you to build up a professional network. Cultivate an Old Girls’ Club. Spend time and money to improve your career skills and connections. In fact, it’s kind of my “thing.”Continue reading