How to Set Your Child up for Financial Success
As you continue on your journey towards financial freedom, you may start to think about the legacy you leave behind. For many of our clients, this becomes a crucial conversation
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Recent Articles
Preparing for the Reddit IPO as an employee (or ex-employee)
The Reddit IPO is here! What does that mean for you as a Reddit employee? Prepare for what is coming: When can you do something with your stock? How should
Finding Financial Flexibility in Self-Employment
Self-employment is about purpose and flexibility. Being able to build deep purpose into your work and bring a new way of work into the world. It also means you can
Year End Planning and Setting Intentions for 2024
Each year we reflect on what went well for the year, what could be better, and how we will improve in the following year. Some of the reflections are financial,
Should I use a Donor Advised Fund for charitable giving?
During the holidays, giving is on the mind. Who should you give charitably to? How much should you give? What is the best way to give? If you want a
Should I choose the HDHP or PPO from my company’s benefits?
Benefits enrollment season is upon us again and we often review if a HDHP or PPO makes more sense…it depends! What health insurance is best for you depends on a