When to Hire a Financial Advisor and How to Chose 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. […]

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 […]

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 […]

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. When the market was on the upswing and you saw your nest egg growing, it felt like a no-brainer. But what about […]

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 […]

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,” Paul Millerd writes about his decision to walk away from a life of ladder climbing in exchange for a journey of uncertainty and wonder. A former McKinsey management consultant […]

Making an Impact with your Investments while Achieving Your Financial Goals

Making an Impact with your Investments while Achieving Your Financial Goals Making an Impact with your Investments while Achieving your Financial Goals.   I’ll be honest – I didn’t always give thought to the social impact of my investment choices. Like many people, I’d spend a couple minutes reading through the investment options available on […]

The Market’s Gone Crazy. What Does that Mean for My Financial Plans?

The Market’s Gone Crazy. What Does that Mean for My Financial Plans? The Market’s Gone Crazy. What does that Mean for My Financial Plans?   Thanks to record growth in the stock market over the past decade, you’ve watched your net worth steadily climb. With the confidence of your growing nest egg, perhaps you started […]

What I’ve Learned About Money Since My Own Great Resignation

What I’ve Learned About Money Since My Own Great Resignation What I’ve learned about money two years after my own great resignation: Remember the carefree days of December 2019? That was when I parted from my 15 year corporate career, feeling financially confident and ready to jump into a new phase of my life. Little […]