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As a small business owner, I feel for the personal service providers whose businesses were suddenly forced to close during the shelter-in-place orders. These small business owners include your [...]

COVID-19 cases continue to climb in the US. California and New York are now under shelter-in-place orders. Bay Area and Seattle companies are requiring that people work from home for the month of [...]

Earlier this year, I posted about mindfulness and your financial and overall health. I’ve compiled those posts on the principles of mindfulness, and tips on managing burnout, and mindful [...]

Have you discussed marriage with your partner? Paying for the wedding might be your biggest worry: booking the venue, shopping for a dress/tuxedo, organizing the honeymoon…A pre-nup is probably [...]

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 [...]