How To Setup Your Own Business and Save Taxes in California for 2024

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.
2024 Update: How to Buy a Home in the Bay Area

In this webinar I discuss navigating today’s 2024 real estate market with Brook Baird, an experienced real estate agent in the Bay Area. Brook specializes in assisting single women, alternative family households, and entrepreneurs.
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.