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...
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...
Live Off a Combination of Investment Income and Job Income, and Put Less Pressure on Both.
You’re in your 30s or 40s (and heyyyy all of you inching over the line into your 50s). You have what sounds like...
Having Children with Your Unmarried Partner: How to Protect Yourself and Your Children
Several of our women clients are in committed, unmarried relationships, and have had or plan to have kids with their partners. Having kids...
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