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Negotiating Job Offers

If there’s one thing I love, it’s negotiating. I know it can be intimidating and scary, but I tend to see it as a game to be played. I’ve negotiated
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Being flexible in life, and in financial planning

If there’s one lesson we’ve learned from the pandemic, it’s how to be flexible. Whether your life was completely upended, or barely impacted at all, there’s no question that the
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Getting a handle on cash flow, and why it’s so important

Cash flow, or budgeting, is one of the biggest challenges facing both financial planners and their clients. How can you get a handle on your spending needs, and why does
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Should I participate in my company’s Employee Stock Purchase Plan?

If you work at a large, tech company, there’s a good chance they offer an Employee Stock Purchase Plan (ESPP) as one of the company benefits. The question is, should
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Life Planning aka “Financial Planning Done Right.”

When I was about 13 years old, my mother attended a weekend spiritual retreat, and I tagged along with her. While on the retreat I had a powerful experience in
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Where do I even start with my RSUs?

One of the most common issues facing my clients is how to manage their equity compensation, specifically restricted stock units (or RSUs). If you work in the tech industry, there’s
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Open Enrollment is Here Again!

It’s October and that means pumpkin spice lattes, Halloween decorations and…open enrollment time.  For many of us, this is the month when we have the chance to make decisions about
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Breaking down the Mega Backdoor Roth contribution

You may or may not have heard of a Mega Backdoor Roth, but they are becoming increasingly common, especially in the tech world. It is often confused with a Backdoor
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Creating (or Revisiting) Estate Planning Documents During COVID

Estate planning is one of those topics that most people avoid at all costs. It ranks right up there with getting a root canal in terms of things to look
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Taking stock and financial self-care in the time of COVID

Taking a big picture look at your finances during the pandemic.
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