Topics related to organizing your financial life, setting goals, making decisions, and creating a long-term plan.
Understanding Equity Compensation Without Letting It Take Over Your Life I’ve watched smart, accomplished women, women who run teams, manage budgets, make hard calls all day at work without blinking, turn into people who check a stock ticker eight times a day, and I understand exactly why. Equity comp is genuinely confusing, the stakes feel…
Making Financial Decisions After Divorce Without Feeling Rushed Divorce has a way of making everyone in the room want it over with. Your attorney wants it resolved. Your ex wants it resolved. Some days, you want it resolved more than you want it resolved correctly. I understand that pull completely. What I’ve watched, again and…
Coordinating Retirement, Benefits, and Investments as One Household Two incomes, two employers, two open enrollment periods, two retirement plans, and somehow it’s supposed to add up to one coherent plan for your shared life. It rarely does on its own. Most couples I meet are optimizing two separate financial lives in parallel, not one household…
Becoming the Primary Financial Decision-Maker Most of the women I sit down with already lead their household’s financial decisions. They just don’t believe it about themselves. That gap, between what’s actually true and what you feel capable of, is the whole subject of this post. It shows up in small ways before it shows up…
Avoiding Surprise Tax Bills From Bonuses, RSUs, and Stock Options Let’s clear up the myth first, because it shapes everything else in this post. Bonuses are not taxed at a higher rate than your regular pay. I know it feels that way when a bonus check arrives lighter than expected, sometimes meaningfully lighter, but the…
The financial literacy gap gets a lot of attention, especially when studies show women scoring lower than men on financial literacy assessments. A new report came out this year with a number that landed hard. Americans correctly answered 47% of the questions on a major national financial literacy survey. The lowest result in the study’s…
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