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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 [...]

A 6.4 magnitude earthquake hit Ridgecrest, CA on July 4th. The next day, there was an 7.1 magnitude aftershock. This was Southern California’s strongest earthquake in 20 years. Homeowner, condo, [...]

“The advice of an employment attorney will make things better. Most people think of a lawyer as someone you engage when you’re about to sue someone, or when you’re going to [...]

I celebrated my 40th birthday in May. Over the last five weeks, I shared money and life lessons from the first four decades of my life. I’ve compiled them here. You can follow me [...]

All adults should have basic estate planning documents. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. If you’re thinking, “I don’t need to [...]

I recently shared 15 tips on how my Superstar Women clients make the most of their stock compensation, 401(k), cash management, and investments. I’ve compiled them here. You can follow me [...]

It’s performance assessment season. You’ve earned a well-deserved promotion at work. Hopefully the new job title also comes with more money! I’d like to discuss the four components of your [...]

Summary: Get organized: save the source documents (Plan Document, Option/RSU Agreement) Define your goals, which will provide the context for whether to keep or sell your company stock Learn a [...]