Living Off Your IPO Wealth Starting in Your 30s or 40s. Key Word? Flexibility.
I was recently talking with a couple who had significant wealth from a successful IPO a few years ago. (Ahhhh, those were the...
Roth Conversions Can Save You A Lot in Taxes Over Your Life. What’s the Best Way to Do Them?
A Roth conversion can potentially save you a lot of money over your lifetime. It is a long-term (years or decades-long) strategy, to be...
10 Ways We’ve Paid for Our Life of Travel (+How You Can Too!)
It’s hard to believe, but it’s been 15 years (almost to the day at the time of writing this) since Nick and I...
Managing Finances in a Couple When One of You Has Way More Wealth
Are you in a relationship where you have far more wealth than your partner or spouse (or perhaps vice versa)? It can make...
Do You Feel Cared For?
or How a health scare crystallized for me the role I want to play in my clients’ lives.
When I launched my financial planning...
