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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 [...]

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 [...]