Sitting on Highly Appreciated Stock? How a Charitable Remainder Trust Can Work for Your Family
What would you do if you held $10 million in company stock that cost you next to nothing, and selling it meant handing more than a third of it to taxes? For a lot of Bay Area tech professionals, that isn’t a hypothetical. It’s what life looks like after an IPO or acquisition. In this […]
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.
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…
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.
The Book I Keep Recommending to Everyone
The Book I Keep Recommending The Book I Keep Recommending to Everyone: In his book “The Pathless Path: Imagining a New Story for Work and Life,”