There’s a version of this story that plays out constantly. A woman gets a job offer. It’s $30,000 more than she’s making now. She says yes (because of course she does, that’s a lot of money) and spends the next three years too depleted to think about her finances, too busy to rebalance her portfolio,…
If you’re like most of my clients, that annual open enrollment email from HR lands in your inbox with a mix of dread and confusion. Between comparing plan options, deciphering insurance jargon, and making decisions that will impact your family for the next 12 months, it’s easy to feel overwhelmed. And if you’re the primary…
In today’s world, there’s a lot of pressure on women to succeed both in the workplace and at home. Yet, when people think of a household with dual-income, people often think of the man in a relationship being the family’s primary breadwinner. A breadwinning woman has a varied of different financial pressures and benefits that…
Whether you’re a business owner or a career professional who feels like it’s time for a change, making a pivot can be overwhelming and stressful. There’s a lot of fear before pursuing something new. Change itself is scary enough, but when you add in other question marks about your future salary, growth opportunities, and fulfillment,…
You got the job – congratulations! Going through an application process is never easy, and when you get an offer letter, it can be emotional – and give you a sense of validation. Whether you’ve just landed the job of your dreams, or you’re switching career paths and excited for a new opportunity to rebuild,…
Wondering, “how much do I need to retire?” It’s a good question. But it’s also a tricky question because there’s no one right answer. What you want and when you want it will make the right steps for you to take look much different than what the person next to you needs to do to…
Have access to an ESPP but have no idea how to work it? You’re not alone. This is a type of benefit not offered to everyone, so figuring out the best way to leverage it or fit it into your financial plan can be tough. An employee stock purchase plan, or ESPP, is a benefit…
What kind of compensation do you receive from your employer in exchange for doing your job? You might just say, “my paycheck,” but that’s probably not the only kind of compensation you receive. Your company benefits count, too — and can do a lot to help your personal bottom line. Your benefits, for example, might…