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Happy New Year! If you review your paystub, you’ll see several deductions for your 401(k) and other workplace benefits. The IRS has updated how much you can contribute to the following benefit [...]

Prospective clients always have questions about their 401(k): “I don’t know if I’m contributing enough” “What investment(s) should I select?” “What the heck should I do with my old 401(k) plans?” [...]

                                      Do you feel exhausted by relentless news headlines? David [...]

My homeowner clients often have a wish list of home improvement projects. Embarking on a major renovation for the first time can feel daunting. I collected my clients’ FAQs and interviewed Alice [...]

It’s that time of year again: open enrollment! The acronyms and jargon are enough to drive anyone batty: PPO, EPO, HMO, FSA, HSA, deductible, co-pay, co-insurance…You could give up [...]

In part one of the Open Enrollment series, I discussed the three most valuable benefits offered by most companies: health insurance, Flex Spending Accounts (FSA), and Health Savings Accounts [...]

Two acquaintances of mine were diagnosed with cancer in their late 30s, and the severity of their illnesses prevented them from working for several months. While a catastrophic illness is [...]

Over the last few weeks, I shared advice from women with Bay Area ties across a wide range of industries. I’ve compiled the advice here. I admire high-achieving women, whether they’re [...]

Congratulations: your RSUs are about to fully vest! RSUs issued by a private company are sometimes called “double-trigger RSUs.” You must meet two criteria for your RSUs to fully vest: (1) you [...]

When I work with new clients, liability protection is a common blind spot. Most prospective clients haven’t reviewed their insurance policies. And most are unaware of the risk factors in their [...]