Insights
Financial planning for
the rest of us.
Practical money guidance for people whose lives don't fit the standard financial services template — CalPERS employees, LGBTQIA+ families, neurodivergent thinkers, and everyone in between.
Should You Use A Financial Planner Or Do It Yourself ? The Pros And Cons Of Both...
Let's get one thing out of the way: I'm a financial planner. So you might expect me to convince you that you desperately need a financial planner. The truth is, some people genuinely don't. Here's how to tell which camp you're in.
Asking for a Friend: My spouse and I have an open marriage. We share finances, and I’m uncomfortable with how much they’re spending on dates.
When a partner's spending on dates starts to feel uncomfortable, it's rarely just about the money. Here's how to start a conversation about spending, savings, and staying aligned on your shared goals — without the blame or shame.
For California Public Sector Employees: What’s the Difference Between a 457(b) and a 401(k)?
Confused by all the retirement jargon in your California state employee benefits packet? Wondering whether you should even bother with a 401(k) or a 457(b) when you’re already vesting for CalPERS? You’re not alone. Here’s a simple breakdown of the differences, perks, and why having both or just one could work in your favor.
Asking for a Friend: How do I know if this financial advisor is giving me advice…or just trying to sell me something?
When hiring a financial advisor, one of the most important details is how they get paid. An advisor's compensation model can influence not only the type of advice you receive, but whether that advice truly serves your best interests or is swayed by other incentives. Learn the key differences between fee-only, fee-based, and commission-based advisors, and the questions you should ask before hiring anyone.
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