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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. […]

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 […]

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 […]

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. We’ve spent this summer traveling, and between feeling bogged down by our SUV full of belongings and facing the sticker shock of gas and food prices here, we […]

Money Fears, Self-Employment, & Living Abroad with Kids

Our time in Taiwan overlapped with our friend, Paul, of Reimagine Work Podcast. We enjoyed our time together in Taipei cafes discussing location independent work and life in Taiwan. We were thrilled when he invited us onto his popular podcast which focuses on solopreneurs, thought leaders and philosophers questioning the role of work in our lives and […]

How to Consider a Career Transition

How to Consider a Career Transition: Thanks to the pandemic, a lot of us are seriously re-considering our career and life choices. Maybe it’s because we were reminded of what’s important in our lives – family, health, purposeful work. Maybe it’s because remote work opened us to new possibilities – downshifting to a simpler pace, […]

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Investment advisory services offered through Equita Financial Network, Inc. an Investment Adviser with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Equita Financial Network also markets investment advisory services under the name, Modern Family Finance, LLC. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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