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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 [...]

All adults, including young adults, singles, and the child-free, should have an estate plan. Estate planning is about ensuring your wishes are honored upon your death or incapacitation. Although [...]

Escaping the Bay Area or California altogether has been a hot topic in the news. In 2020, many people left the expensive Bay Area, which led to massive drops in SF rents. I was interviewed on [...]

Your stock options are complicated. You may have several questions: When should I exercise? What should I do with the shares once we go public? What is a lock-up period? How does the tax part [...]

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 [...]