Developing an investment strategy that incorporates your retirement timeline allows you to create the future lifestyle you always envisioned.

When saving for retirement, many tech employees leverage the most readily available tools – a 401k being the most popular. However, depending on your...

If you’re a tech employee, you’re part of an ever-evolving landscape. As your career evolves with the industry, you may find yourself having to...

“When I changed careers to become a financial planner, I didn’t know what it would look like and what my day-to-day activities would be....

There are plenty of reasons why people may choose to shift gears mid-career. Maybe your current role is under stimulating, there’s little opportunity for...

It can often feel like the older we get, the faster the merry-go-round spins. We become busy working professionals, husbands or wives, parents, and...

“Follow the yellow brick road, follow the yellow brick…” You can hear the song in your head, can’t you? Yes, it’s one of the...

For many, the idea of living a work-optional lifestyle can sound far-fetched. Traditional retirement begins at 65, and even then, many Americans struggle to...

Just as you have unique goals and ideas of success, your definition of “peace of mind” is special to you as well. Ask yourself...

For a country that’s developed broad access to wealth and financial advice, there’s still plenty of anxiety surrounding money. In fact, about 77% of...

Pursuing a work-optional lifestyle takes a commendable amount of preparation, self-discipline, and personal drive.  If you’re seeking to step away from your full-time job,...

I recently attended a great conference that focused on maximizing the benefits of employee stock ownership. Among the many takeaways, one that stood out...

1. Do you act as a fiduciary? A fiduciary means that I'm legally, ethically, and morally required to act in your best interests at...

Year-end tax planning is essential for everyone, especially considering taxes are one of the biggest expenses people pay annually. Tech employees face some additional...

Picking a college is one of the biggest decisions your child will have to make—several financial and personal factors are at play. As a...

The tech industry pioneered the idea of using equity as a form of compensation for loyal employees. Nowadays, it’s incredibly common for equity to...

Sometimes it seems like financial planning has a shroud of mystery. But that doesn't make it intriguing; it just makes it inaccessible and hard...

Stock options can be excellent wealth-building agents, and using them to the fullest helps you reach your financial goals. But with so much complexity...

You’ve excelled in your career as a tech professional, and your compensation is progressing—it’s exciting to see all the things you can do with...

If you’re considering an early “retirement” or work-optional lifestyle, you’ll need to be able to support yourself in ways other than your retirement accounts....

Socially responsible investing (SRI) is an investing philosophy that helps value-driven investors align their investments with their desire to do good. More than ever,...

People tend to think of adult life in two stages: when they work and when they retire. But as of late, the idea of...

We know certain things are good for us, such as getting enough sleep, exercising regularly, and eating our vegetables. But just because something’s good...

As far as technology has advanced, it’s far too easy to stand in your own way when it comes to making good financial decisions....

Stock options have become standard for tech industry workers, but understanding equity compensation is neither intuitive nor straightforward, especially regarding your financial goals. Your...

Whether you realize it or not, the way you choose to spend money often correlates to your values and beliefs. From buying groceries to...

You hear stories of employees at tech companies becoming millionaires overnight, thanks to their share in the company’s stock. With the potential for a...

Here are seven things you need to know It’s not a secret that the tech industry is full of hard working, talented people who sometimes...

Even the most seasoned investors are prone to their influence In a battle between the facts and biases, our biases often win. That’s because...

Six areas of personal finance to review You may think financial planning consists of paying your bills every month. But it is so much...

Why go it alone on this important journey? If you’ve ever worked with a coach to fine-tune your athletic performance, or gained valuable insight...

Five ideas for implementing your vision Are you a decision maker? Of course, you are. You’ve made major decisions about your life, your family,...

The IRA that changed the retirement savings landscape You can sum up the appeal of a Roth IRA in three words: federal tax benefit....

When it comes to being a successful investor, why does it seem easy for some, but so, so challenging for others? Here’s a hint…...

I write this as my kids work on their math schoolwork a few feet away from me. There is much giggling and chatter, so...

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those...

This week has been bad news all around... the one-two punch of historic stock market declines combined with a global pandemic has everyone feeling...

Focusing on Your Strategy During Turbulent Times   Concerned about your investments? Market volatility can be confusing…and scary. If investing makes you queasy, does...

Happy New Year! (Does that phrase expire after January 15th?) This week I am celebrating the 1-year anniversary of Brightview Financial! And what a...

Women have unique challenges when it comes to finances. For most women, taking control of their financial future is particularly important due to some...

Why are people more afraid of flying than driving, even though car wrecks are far more frequent? As one academic suggests, “in a car,...

Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are nine...

Why go it alone on this important journey? If you’ve ever worked with a coach to fine-tune your athletic performance, or gained valuable insight...

Personal finance is just that: personal.  As a fee-only financial planner, my goal is always to help you create a unique strategy for your...

There are a million ideas about investing out there: on cable TV business shows with loud buzzers and louder hosts, in costly investment newsletters...

1. Do you act as a fiduciary? A fiduciary means that I'm legally, ethically, and morally required to act in your best interests at...

“When I changed careers to become a financial planner, I didn’t know what it would look like and what my day-to-day activities would be....

It can often feel like the older we get, the faster the merry-go-round spins. We become busy working professionals, husbands or wives, parents, and...

For many, the idea of living a work-optional lifestyle can sound far-fetched. Traditional retirement begins at 65, and even then, many Americans struggle to...

Just as you have unique goals and ideas of success, your definition of “peace of mind” is special to you as well. Ask yourself...

For a country that’s developed broad access to wealth and financial advice, there’s still plenty of anxiety surrounding money. In fact, about 77% of...

As far as technology has advanced, it’s far too easy to stand in your own way when it comes to making good financial decisions....

Even the most seasoned investors are prone to their influence In a battle between the facts and biases, our biases often win. That’s because...

When it comes to being a successful investor, why does it seem easy for some, but so, so challenging for others? Here’s a hint…...

Focusing on Your Strategy During Turbulent Times   Concerned about your investments? Market volatility can be confusing…and scary. If investing makes you queasy, does...

If you’ve ever dabbled in graphic design, you’re familiar with the concept of white space. When viewing an illustration, we typically pay the most...

Money is driven by markets and math, right? It’s left-brained, rational, unemotional: everything many people are not. This is a common view of economics...

“When I changed careers to become a financial planner, I didn’t know what it would look like and what my day-to-day activities would be....

There are plenty of reasons why people may choose to shift gears mid-career. Maybe your current role is under stimulating, there’s little opportunity for...

“Follow the yellow brick road, follow the yellow brick…” You can hear the song in your head, can’t you? Yes, it’s one of the...

Just as you have unique goals and ideas of success, your definition of “peace of mind” is special to you as well. Ask yourself...

Sometimes it seems like financial planning has a shroud of mystery. But that doesn't make it intriguing; it just makes it inaccessible and hard...

You’ve excelled in your career as a tech professional, and your compensation is progressing—it’s exciting to see all the things you can do with...

We know certain things are good for us, such as getting enough sleep, exercising regularly, and eating our vegetables. But just because something’s good...

Stock options have become standard for tech industry workers, but understanding equity compensation is neither intuitive nor straightforward, especially regarding your financial goals. Your...

Here are seven things you need to know It’s not a secret that the tech industry is full of hard working, talented people who sometimes...

Six areas of personal finance to review You may think financial planning consists of paying your bills every month. But it is so much...

Why go it alone on this important journey? If you’ve ever worked with a coach to fine-tune your athletic performance, or gained valuable insight...

Five ideas for implementing your vision Are you a decision maker? Of course, you are. You’ve made major decisions about your life, your family,...

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those...

This week has been bad news all around... the one-two punch of historic stock market declines combined with a global pandemic has everyone feeling...

Women have unique challenges when it comes to finances. For most women, taking control of their financial future is particularly important due to some...

Financial planning is not just about how much you make and how much you save. Here are some planning tips on protecting what's yours....

1. Do you act as a fiduciary? A fiduciary means that I'm legally, ethically, and morally required to act in your best interests at...

Happy Spring! If you’re like most people, the first quarter of the year, in terms of your finances, tends to be focused on tax...

Now that the dust has settled on your 2018 taxes, how did it go? Did you find you were paying more or less as...

Developing an investment strategy that incorporates your retirement timeline allows you to create the future lifestyle you always envisioned.

When saving for retirement, many tech employees leverage the most readily available tools – a 401k being the most popular. However, depending on your...

If you’re a tech employee, you’re part of an ever-evolving landscape. As your career evolves with the industry, you may find yourself having to...

“Follow the yellow brick road, follow the yellow brick…” You can hear the song in your head, can’t you? Yes, it’s one of the...

Just as you have unique goals and ideas of success, your definition of “peace of mind” is special to you as well. Ask yourself...

The tech industry pioneered the idea of using equity as a form of compensation for loyal employees. Nowadays, it’s incredibly common for equity to...

Stock options can be excellent wealth-building agents, and using them to the fullest helps you reach your financial goals. But with so much complexity...

Socially responsible investing (SRI) is an investing philosophy that helps value-driven investors align their investments with their desire to do good. More than ever,...

Whether you realize it or not, the way you choose to spend money often correlates to your values and beliefs. From buying groceries to...

You hear stories of employees at tech companies becoming millionaires overnight, thanks to their share in the company’s stock. With the potential for a...

Focusing on Your Strategy During Turbulent Times   Concerned about your investments? Market volatility can be confusing…and scary. If investing makes you queasy, does...

Women have unique challenges when it comes to finances. For most women, taking control of their financial future is particularly important due to some...

Did you happen to see the financial news this week? Did you think you should probably DO SOMETHING about it? Some of the best,...

In the first two installments of my three-part “hidden in plain sight” investment strategy series, I covered the importance of staying invested to earn...

In my previous post, I described why most investors should ignore the never-ending onslaught of unpredictable financial news and tend to three strategies that...

If you’ve ever dabbled in graphic design, you’re familiar with the concept of white space. When viewing an illustration, we typically pay the most...

I recently attended a great conference that focused on maximizing the benefits of employee stock ownership. Among the many takeaways, one that stood out...

There are a million ideas about investing out there: on cable TV business shows with loud buzzers and louder hosts, in costly investment newsletters...

“Follow the yellow brick road, follow the yellow brick…” You can hear the song in your head, can’t you? Yes, it’s one of the...

For many, the idea of living a work-optional lifestyle can sound far-fetched. Traditional retirement begins at 65, and even then, many Americans struggle to...

For a country that’s developed broad access to wealth and financial advice, there’s still plenty of anxiety surrounding money. In fact, about 77% of...

Picking a college is one of the biggest decisions your child will have to make—several financial and personal factors are at play. As a...

I write this as my kids work on their math schoolwork a few feet away from me. There is much giggling and chatter, so...

Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those...

Why are people more afraid of flying than driving, even though car wrecks are far more frequent? As one academic suggests, “in a car,...

Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are nine...

Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb...

The good news for parents and their college-bound kids: The U.S. Department of Education’s Free Application for Federal Student Aid (FAFSA®) makes it relatively...

Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the...

Personal finance is just that: personal.  As a fee-only financial planner, my goal is always to help you create a unique strategy for your...

Happy Spring! If you’re like most people, the first quarter of the year, in terms of your finances, tends to be focused on tax...

Money is driven by markets and math, right? It’s left-brained, rational, unemotional: everything many people are not. This is a common view of economics...

There are plenty of reasons why people may choose to shift gears mid-career. Maybe your current role is under stimulating, there’s little opportunity for...

For many, the idea of living a work-optional lifestyle can sound far-fetched. Traditional retirement begins at 65, and even then, many Americans struggle to...

Pursuing a work-optional lifestyle takes a commendable amount of preparation, self-discipline, and personal drive.  If you’re seeking to step away from your full-time job,...

If you’re considering an early “retirement” or work-optional lifestyle, you’ll need to be able to support yourself in ways other than your retirement accounts....

People tend to think of adult life in two stages: when they work and when they retire. But as of late, the idea of...

Here are seven things you need to know It’s not a secret that the tech industry is full of hard working, talented people who sometimes...

Five ideas for implementing your vision Are you a decision maker? Of course, you are. You’ve made major decisions about your life, your family,...

The IRA that changed the retirement savings landscape You can sum up the appeal of a Roth IRA in three words: federal tax benefit....

Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are nine...

Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the...