Thanksgiving Gratitudes
As we get ready to dive into the holiday season, I just wanted to take a moment to say THANK YOU to all of you who read Jenni’s Money Musings each month.
How To Buy Your Own Health Insurance in California for 2024
When I left my Silicon Valley tech job after 15 years to start my own business, one of my main concerns was how to buy health care coverage for my family.
2023 End of Year Financial Planning Checklist for High Income Earners in the Bay Area
Living in expensive areas like San Francisco or Oakland can be tough. You might be scratching your head, wondering where all your money goes.
What I have Changed About My Money
What I have changed with my own money since becoming a financial advisor. A friend asked me recently: What have I changed with my own money since becoming a financial…
How To Use Equity Comp to Fuel Your Financial Independence.
For Tech Employees: How to use equity based compensation to fuel your Financial Independence Overview When I used to work in Silicon Valley as a tech employee,
Top Tips on How to Bank Safely
Top Tips on How to Bank Safely What do Banks and Marriages have in common? Answer: Once you start losing trust and confidence, the whole thing can collapse like a house of cards.
When to Hire a Financial Advisor and How to Choose the Right One
When to Hire a Financial Advisor and How to Choose the Right One When to Hire a Financial Advisor and How to Choose the Right One You’re a woman or LGBTQ+ professional who has been working hard to build a nest egg.
How To Conduct a Year End Review of Experiences and Spending
How to Conduct a Year End Review of Experiences and Spending Forget Starting on Next Year Goals and First Reflect on This Last Year Instead I’m often asked how to approach financial goals, especially at the start of a new year.
How to Buy a House in the Bay Area without a Gazillion Dollars
“Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” “Can I ever afford the home I want in the Bay Area without having a gazillion dollars?” Even with a six-figure income, buying a home can feel unaffordable.
When should a mid-career professional stop investing in the market?
When Should a Mid-Career Professional Stop Investing in the Market? When Should a Mid-Career Professional Stop Investing in the Market? You’ve been consistently putting part of your income into the market every month.
Our Family Spending Rules
Our Family Spending Rules Our Family Spending Rules: On a recent 4-hour drive up the California coast, Lisa and I conducted a deep dive of our budget.
Making an Impact with your Investments while Achieving Your Financial Goals
Making an Impact with your Investments while Achieving Your Financial Goals Making an Impact with your Investments while Achieving your Financial Goals.
The Market’s Gone Crazy. What Does that Mean for My Financial Plans?
The Market’s Gone Crazy. What does that Mean for My Financial Plans? Thanks to record growth in the stock market over the past decade, you’ve watched your net worth steadily climb.
What I’ve Learned About Money Since My Own Great Resignation
What I’ve learned about money two years after my own great resignation: Remember the carefree days of December 2019?
My money is in a handful of stocks. I should probably sell, but what about taxes?
In this post, I’ll talk about: How much should you sell? Once you’ve decided, how do you reduce a concentrated position?
How to Protect Your Partner, Kids, or Chosen Family With the Right Legal Documents
For women, LGBTQ+ families, singles, and unmarried couples, the stakes can be even higher. The default rules don’t always reflect our lives or our values—which makes thoughtful, proactive planning all the more important.
How to Plan for the Future When You’re on Your Own or without Family Nearby
In this episode of the Modern Family Finance podcast, we’re diving into a topic that affects everyone—time management and productivity. Whether you’re juggling a demanding career, personal responsibilities, or just trying to keep up with life’s never-ending to-do list, finding balance can feel overwhelming.
How to Take Control of Your Time, Your To-To List, and Your Life in 2025
In this episode of the Modern Family Finance podcast, we’re diving into a topic that affects everyone—time management and productivity. Whether you’re juggling a demanding career, personal responsibilities, or just trying to keep up with life’s never-ending to-do list, finding balance can feel overwhelming.
San Francisco Bay Area Real Estate: What’s New in 2025.
In this episode of the Modern Family Finance podcast, we talk Bay Area real estate with Dan Risman-Jones of Ascend Realty. Dan is an incredible resource with deep expertise in the San Francisco Bay Area housing market, specializing in San Francisco, Alameda County, Marin, and San Mateo.
Q4 2024 Quarterly Update
At Modern Family Finance, we summarize Q4 2024 performance and key points In our most recent quarterly investment review (see full document).
How to Obtain a Second Passport or Residence Permit Abroad
In this episode of the Modern Family Finance podcast, I’m diving into the exciting world of international living. As a financial planner based in the San Francisco Bay Area, I love helping women and LGBTQ professionals navigate their financial goals.
Beyond the Basics: Tax strategies for High Income Earners
Today, we have the pleasure of discussing tax-saving tips for high-income earners with Gio Bartolotta. Gio is the co-founder of GoJo Accountants and is pioneering a tech-savvy tax advisory firm. What’s particularly fascinating about Gio is that he defies the stereotype of a traditional CPA.
Empowering Transitions: From Attorney to Mom to Life Coach
In this episode, join us as we delve into the unconventional career journey of Tracy Carrothers, a former attorney turned life coach. We explore how she discovered her true calling and now helps individuals navigate through life’s transitions with resilience and purpose.
Money with My Honey: How to Manage Finances as a Couple
As we all know, finances can either strengthen or strain a partnership, and John and David are here to share their expertise on how couples can effectively manage their finances while nurturing their bond.
How to Win at Salary and Benefit Negotiation for Women and LGBT Professionals
As a woman, a person of color, as an LGBTQ individual, I get how negotiation can be in an uncomfortable conversation when you’re used to having a fight just to get a seat at the table. So that is why I wanted to talk to Kimberly Aguilera,