Selling Stock to Buy a House in 2024: Seven Steps
Buying a house is one of the biggest decisions of your life. ???? No matter where you live. Selling stock is a great strategy to buy a house with today’s high interest rates. But, it’s outright daunting. The basic numbers alone make it feel impossible: In San Francisco, the median home value in 2024 is […]
Mastering Financial Wellness: Ten Essential Strategies for Personal Wealth
Knowing where to focus is the key to success on your journey of financial wellness. Something specific will trigger your decision to hire a financial advisor. You must know where to start before you can address specific questions. Think of this as a financial wellness top ten. 1. Avoid Debt: The Foundation of Financial Wellness […]
How to Build Generational Wealth as a Tech Employee or Founder
A guide to recognizing a single wealth-accelerating opportunity that can help you — and your heirs — achieve financial freedom. Almost every movie ends with a triumphant scene that goes something like this: The hero takes a moment to realize their victories and relish in the afterglow of their achievements. It’s a classic trope. This […]
The Impossible Money Question: Should I Buy a House?
Bonus – How to Make the Impossible Achievable for You There is one question I struggle with more than any other. It’s impossible to answer. Should I buy a house? On the surface it’s easy. Buying a house is a good long-term move. There are tax benefits. You get to deduct your mortgage interest and […]
Why married female founders should have slush funds
Having your own stash of cash can strengthen your marriage. Most people would agree that communication and transparency are key tenets of any healthy marriage, but are there any secrets worth keeping from your spouse? What if the secret revolves around finances, a common cause of divorce? Today, we’re discussing why a married woman should […]
Why Married Women Should Have Separate Finances
Maintaining a sense of financial independence is important for both your happiness and your money. Many of the big life decisions you make substantially impact your finances. But one decision that yields arguably the largest financial consequences is marriage. While everything from who to when you marry is important, today’s post will focus on what […]
Feeling burnt out? Consider taking a career break
How to properly take time away from work to benefit your career and financial goals. There’s a special kind of burnout professionals in knowledge-based tech careers grapple with. Building a successful career on your mind and expertise is incredibly rewarding, but it demands a great deal of mental energy. The remainder of your career can […]
You’ll want to take a close look at your car insurance plan after reading this
Not all auto coverage limits are created equal. There’s a good chance your plan won’t fully cover your next accident. My in-laws recently had an auto accident, and while they were fortunate to walk away safe, they were deemed at fault. To make matters worse, they didn’t hit just any vehicle; it was a large […]
Secure Your Loved Ones’ Future: 529 Plans & Secure 2.0 Changes for Educational Expenses
How can I help my loved ones with educational expenses? 529 Plans & Secure 2.0 Changes! We all want the best for our kids, family members, and those special to us. One of the best ways to start off our loved ones with a secure future is putting away funds for education and schooling expenses. […]