How To Buy Your Own Health Insurance in California
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.
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.
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?
Pre-Marital Agreements in the SF Bay Area: What Couples Should Know in 2026
Prenuptial agreements are one of those topics that many couples know they should talk about—but often avoid. They’re frequently misunderstood, associated with extreme wealth, or seen as unromantic. In reality, prenups can be one of the most thoughtful, practical tools modern couples use to protect themselves and each other.
The Bay Area Family’s Guide to Credit Card Travel Rewards
I first learned about Kerry’s consulting practice Kerry’s Points Unpacked for credit card rewards when she donated private sessions during a school fundraiser — and since then, she’s impressed us all with the incredible international trips she’s taken with her three kids.
2025 End of Year Financial Planning Checklist for High Income Earners in the Bay Area
If you’re ever felt trapped in the cycle of earning and spending, and you’re wondering “How do I ever get off this hamster wheel?”, now is the time to start getting serious about building the finances to support your best life.
How To Setup Your Own Business and Save Taxes in California
As a small business owner myself, I’ve had to figure out how to navigate the legal of setting up our business and hiring. I always turn to Jamie Santos of Santos Walding LLP for help.
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.
How to Protect Your Partner, Kids, or Chosen Family With the Right Legal Documents
Estate planning isn’t just for the wealthy—it’s about protecting the people you love. In this episode, attorney Jaime Santos shares how to secure your family’s future with the right legal documents. Whether you’re single, LGBTQ+, partnered, or parenting, these tips will help ensure your wishes are honored.
Estate Planning for Singles Without Kids
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.