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Financial Independence Work Optional

How To Use Equity Comp to Fuel Your Financial Independence.

Using Equity Comp to Fuel Your Financial Independence Using Equity Comp to Fuel Your Financial Independence When I used to work in Silicon Valley in big tech, I received equity compensation that later fueled my own financial freedom. I’m now on a mission to transform that way we think about money and work, especially for those who receive equity compensation. I believe equity has the potential to change your life.

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LGBTQ Financial Planning

How To Choose an LGBTQ+ Supportive Financial Planner

How to Choose an LGBTQ+ Supportive Financial Planner You’re an LGBTQ+ professional who has been working hard to build a nest egg. You might have invested some savings in one of those retirement date funds. Perhaps you even started a spreadsheet in an attempt to organize your financial life. But there’s still that nagging feeling that you could be doing more with your money. You’re ready to make a change.

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LGBTQ Financial Planning

Modern Family Finance Helps LGBTQ+ in Asia

Modern Family Finance Helps LGBTQ+ Community in Asia In 2007, we met for the first time on a training ride for the AIDS Lifecycle, a week long bike ride from San Francisco to Los Angeles that raises money to end AIDS. The AIDS Lifecycle gave us a place to celebrate our queerness and find LGBTQ+ friends in San Francisco. When we moved to Taiwan in 2020, Lisa did the Tour

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LGBTQ Financial Planning

What is it like to be LGBT around the world?

What is it like to be LGBTQ+ around the world? When we were in our early thirties, we left our 9-5 jobs for a year and traveled to 13 countries to make a film about LGBTQ+ people around the world. We wanted to raise the visibility of people like us who live in the developing world. Our TED talk “This is What LGBT Life is Like Around the World” now

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LGBTQ Financial Planning

How is financial planning different for LGBTQ+ households?

How is Financial Planning is Different for LGBTQ+ households? When opening this practice, we thought a lot about the type of clients we wanted to serve. Recognizing that many queer individuals start out with financial disadvantages, we wanted to focus on helping other LGBTQ+ households. We believe we can strengthen our community through financial empowerment. In this article from MIC discussing how financial planning for the LGBT is different, Jenni

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Investing for Impact

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. That’s what happened last month to Silicon Valley Bank, kicking off a banking crisis in the US and Europe. There is one important difference in this analogy though. With money and banks, you have the backing of the

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Featured

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. You might have invested some savings in one of those retirement date funds. Perhaps you even started a spreadsheet in an attempt to organize your financial life. But

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LGBTQ Financial Planning

8 Answers to Questions About Lesbian Money

8 Answers to Questions about Lesbian Money David and John of Queer Money Podcast were one of the first friends we made when launching a business in personal finance. They help gay men to live fabulously without sacrificing financial security. We love their popular Queer Money podcast, and we’re thrilled to be invited on this episode. On this episode of Queer Money podcast, Jenni joins a panel of professionals for

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Financial Independence Work Optional

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. Lisa and I used to love making ambitious New Year’s resolutions around saving more and spending less. But the truth is, the goals we set were often pulled out

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Featured

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. And now with rising mortgage rates and impending recession, does it even make sense to try? Oakland-based real estate agent Brook Baird has a background

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