Discover the factors that determine the cost of hiring a financial advisor and the average fees.
Retiring at age 60 is a significant milestone for many people, and it is important to plan ahead to ensure a financially stable future.
Employer matches can have a large impact on your financial future.
Understand the ins-and-outs of a Backdoor Roth IRA.
How to Set Up a Trust: A Step-by-Step Guide
Learn about the tax implications of RSUs and ISOs
Here’s what you should know about what a prenup is as well as what it does, how it functions, and how a prenup can impact your personal finances.
So, what exactly is this Mega Backdoor Roth, and how does it differ from its simpler cousin, the backdoor Roth?
My financial planning practice focuses on families with young children. Those first families that I worked with in 2008 have babies who are now ful...
In 2018, the average family of four in the Bay Area spent $1,200 – 1,600 per month on groceries. In 2022, the average has increased by over 25% to...
Emergency funds are an essential part of your financial well-being.
Managing finances can be a complex and overwhelming task, especially for those who lack financial expertise.
Financial advisor fees come in a variety of structures.
Learn about the gift tax limit and rules for 2024.
Here’s what you should know about what financial consultants do – and what they can do for you.
Tesla, Tesla, Tesla, Rivian, etc… Electric cars seem to be everywhere now. Many families are considering electric cars (EVs) because they are bette...
I just read Luke Burgis’ “Wanting”, which is excellent (and a little heavy), and I wanted to share with you some ideas to think about before you bu...
The pandemic threw a wrench in education plans for countless families. With public schools closing and shifting to a virtual curriculum, many paren...
I help my clients plan for the next 1-5 years. This was considered “short-term” planning in the world of personal finance. However, there is so muc...
Rates are at lows that I have never seen. The US weekly average rates were 2.71% for a 30 year fixed and 2.26% for a 15 year fixed for the week of...
Christina and Tom are like many couples. They worked hard, built careers, had a baby, saved money and kept thinking about buying a house. Pre-Covid...
Advisory Shares, a strategic compensation tool for early-stage ventures, bridging expertise with equity.
Maximize RSU wealth wisely: Plan for taxes, diversify, manage risk, and seek professional advice. Don't overlook pitfalls for financial success.
ESPPs: A guide to employee stock purchase plans. Benefits, tax implications, and considerations for maximizing wealth.
Mastering Asset Allocation: A Comprehensive Guide for Investors
Learn what a 529 plan is and how to create one.
Most people develop their money mindset at a young age. We see what our parents do with money andwhat they say (or don’t say) about it. And the fra...
One-click shopping. Prime delivery. Millions of products. Is there anything not to love about Amazon?But with this easy customer experience and vas...
For the last few years, I have noticed the creep of my client’s and my own credit card bill balances. Ten years ago, a bill over $8,000 was an outl...
Once you reach your 30s, it is essential to start thinking about your financial future.
Tips for each age group to maximize 401k savings: understand retirement goal, consider employer contributions, increase contributions with age.
If you're in the market for a new car, you may be wondering whether you should lease or buy.
When should you start considering life insurance?
What you need to know about a taxable investment account.
