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Helpful Articles & Tips

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How You Can Actually Achieve Peace of Mind With Financial Planning

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

5 Year-End Tax Best Practices for Tech Employees in 2022

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...
Read More

3 Simple Ways to Shop for College Smarter

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...
Read More

The Agony and The Ecstasy of Employer Stock

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

Some Questions to Ask a Prospective Financial Advisor – and My Answers

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...
Read More

How You Can Actually Achieve Peace of Mind With Financial Planning

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

5 Year-End Tax Best Practices for Tech Employees in 2022

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...
Read More

3 Simple Ways to Shop for College Smarter

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...
Read More

The Agony and The Ecstasy of Employer Stock

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

Some Questions to Ask a Prospective Financial Advisor – and My Answers

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...
Read More

How to Navigate Financial Anxiety

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...
Read More

So, You Want to Stop Working, Here’s What To Know About Healthcare

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,...
Read More

Is Too Much of Your Net Worth Tied in Company Stock? Tips To Intentionally Diversify

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...
Read More

7 Misconceptions About Financial Planning

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...
Read More

5 Important Things To Do Before Your Stock Options Vest

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...
Read More

You Make A Lot Of Money, So Why Would You Need A Financial Planner?

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...
Read More

How To Financially Support Your Work-Optional Lifestyle Before 59.5

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....
Read More

SRI Is More Popular Than Ever: How It Can Transform Your Investing

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,...
Read More

What Is “Work Optional” and How To Achieve It

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

Why Should You Prioritize a Financial Plan (And How To Do It)

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...
Read More

How Your Money Biases Can Actually Impact The Way You Invest

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....
Read More

Overwhelmed by Your Equity Compensation? 5 Ways to Get Back on Track

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

Want to Invest Responsibly? ESG Criteria Can Help

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

Too Much of a Good Thing? How Concentration Can Hurt Your Portfolio

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...
Read More

How Long Do I Have to Work This Hard?

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...
Read More

Five Behavioral Biases That Hinder Investor Success

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...
Read More

October Is Financial Planning Month

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

Advisor, Coach, Mentor: What’s the Value of Good Advice?

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...
Read More

What’s Your Vision?

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,...
Read More

Six reasons to consider a Roth IRA

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

What Kind of Investor Are You? Are your choices based on evidence or emotion?

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…...
Read More

Beware of COVID-19 Scams

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

Key Provisions of the CARES Act and New IRS deadlines

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

When You Fail To Plan, You Plan To Fail

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...
Read More

Should You Care What the Financial Markets Do Each Day?

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

Life’s Journey: The questions you should be asking

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

Happy 1-Year Anniversary

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...
Read More

Are women saving and investing enough today?

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

10 Things You Can Do to Prepare for the Next Recession

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

Nine Mistakes That Can Upend Your Retirement

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

Bad Money Habits to Break

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

FAFSA Application Advice for College-Bound Kids: Apply Sooner Than Later

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...
Read More

Planning Tips: Protecting What’s Yours

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....
Read More

Smart Financial Moves For Every Age

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...
Read More

Tips for Thriving in Volatile Markets

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

Three Key Investment Strategies Hidden in Plain Sight

#3: Controlling Costs

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...
Read More

Three Key Investment Strategies Hidden in Plain Sight

#2: Manage Market Risks

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...
Read More

Advisor, Coach, Mentor: What’s the Value of Good Advice?

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...
Read More

Putting the Personal into Finance: A Bit About Me and How I Can Help

Personal finance is just that: personal. Everyone’s needs are special to them and every financial plan needs to reflect those individual needs and goals....
Read More

Key Principles: My Investment Philosophy

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

Some Questions to Ask a Prospective Financial Advisor – and My Answers

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...
Read More

How You Can Actually Achieve Peace of Mind With Financial Planning

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

How to Navigate Financial Anxiety

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...
Read More

How Your Money Biases Can Actually Impact The Way You Invest

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....
Read More

Five Behavioral Biases That Hinder Investor Success

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...
Read More

What Kind of Investor Are You? Are your choices based on evidence or emotion?

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…...
Read More

Should You Care What the Financial Markets Do Each Day?

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

Life’s Journey: The questions you should be asking

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

Three Key Investment Strategies Hidden in Plain Sight

#1 Being There

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...
Read More

So Many Feelings: Managing Your Relationship to Money

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...
Read More

How You Can Actually Achieve Peace of Mind With Financial Planning

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

7 Misconceptions About Financial Planning

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...
Read More

You Make A Lot Of Money, So Why Would You Need A Financial Planner?

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...
Read More

Why Should You Prioritize a Financial Plan (And How To Do It)

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...
Read More

Overwhelmed by Your Equity Compensation? 5 Ways to Get Back on Track

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

How Long Do I Have to Work This Hard?

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...
Read More

October Is Financial Planning Month

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

Advisor, Coach, Mentor: What’s the Value of Good Advice?

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...
Read More

What’s Your Vision?

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,...
Read More

Key Provisions of the CARES Act and New IRS deadlines

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

When You Fail To Plan, You Plan To Fail

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...
Read More

Life’s Journey: The questions you should be asking

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

Are women saving and investing enough today?

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

Planning Tips: Protecting What’s Yours

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....
Read More

Some Questions to Ask a Prospective Financial Advisor – and My Answers

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...
Read More

Spring cleaning your financial house

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...
Read More

Donor-Advised Funds: Charitable Giving Under New Tax Laws

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

How You Can Actually Achieve Peace of Mind With Financial Planning

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

Is Too Much of Your Net Worth Tied in Company Stock? Tips To Intentionally Diversify

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...
Read More

5 Important Things To Do Before Your Stock Options Vest

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...
Read More

SRI Is More Popular Than Ever: How It Can Transform Your Investing

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,...
Read More

Want to Invest Responsibly? ESG Criteria Can Help

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

Too Much of a Good Thing? How Concentration Can Hurt Your Portfolio

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...
Read More

Should You Care What the Financial Markets Do Each Day?

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

Are women saving and investing enough today?

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

Tips for Thriving in Volatile Markets

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

Three Key Investment Strategies Hidden in Plain Sight

#3: Controlling Costs

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...
Read More

Three Key Investment Strategies Hidden in Plain Sight

#2: Manage Market Risks

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...
Read More

Three Key Investment Strategies Hidden in Plain Sight

#1 Being There

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...
Read More

The Agony and The Ecstasy of Employer Stock

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

Key Principles: My Investment Philosophy

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

How to Navigate Financial Anxiety

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...
Read More

3 Simple Ways to Shop for College Smarter

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...
Read More

Beware of COVID-19 Scams

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

Key Provisions of the CARES Act and New IRS deadlines

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

10 Things You Can Do to Prepare for the Next Recession

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

Nine Mistakes That Can Upend Your Retirement

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

Bad Money Habits to Break

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

FAFSA Application Advice for College-Bound Kids: Apply Sooner Than Later

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...
Read More

Smart Financial Moves For Every Age

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...
Read More

Putting the Personal into Finance: A Bit About Me and How I Can Help

Personal finance is just that: personal. Everyone’s needs are special to them and every financial plan needs to reflect those individual needs and goals....
Read More

Spring cleaning your financial house

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...
Read More

So Many Feelings: Managing Your Relationship to Money

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...
Read More

So, You Want to Stop Working, Here’s What To Know About Healthcare

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,...
Read More

How To Financially Support Your Work-Optional Lifestyle Before 59.5

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....
Read More

What Is “Work Optional” and How To Achieve It

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

How Long Do I Have to Work This Hard?

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...
Read More

What’s Your Vision?

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,...
Read More

Six reasons to consider a Roth IRA

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

Nine Mistakes That Can Upend Your Retirement

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

Smart Financial Moves For Every Age

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...
Read More
Brightview Financial Solutions Brightview Financial helps you live your brightest life.

+1 650.517.5719
info@brightview.financial

Serving the San Francisco Bay Area and beyond, Brightview Financial Solutions provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions.

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