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,
Are you on track? 8 Key Financial Ratios for high earners in the Bay Area
As a financial planner, I’ve had dozens of conversations with mid-career folks from the Bay Area and other expensive cities about their money. The people I talk to are typically high income earners – tech employees, self-employed business owners, and successful professionals.
Redefining Your Professional Narrative: A Mid-Career Guide to Successful Career Leaps
Today we are going to talk about career growth. So, when I left my company after 15 years, I turned to Lex Kairos for help. And his advice was really instrumental in helping me clarify my vision and getting to what I’m doing today.
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 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.
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…
Is the “Wealthy Gay Myth True?”
Is the “Wealthy Gay Myth True?” Pop culture loves to portray the gay community as fabulous and rich – hence the widespread concept of the “wealthy gay” community.