One blog post at a time.

I met with a girl last week who is in her twenties, working for a large investment firm. She is polished, professional, well spoken and incredible at sales. She had also been taken completely aback at a recent conference when someone cited that women could not have their own credit…
We’re on day two of a girls’ trip in California — currently tucked into a little bungalow at Nick’s Cove in Point Reyes. Fifty-five degrees, overcast, beautiful. Today we head to Healdsburg for the second leg of the trip: a few days of wineries and slowing down. It’s not lost…
Just make more money than you know what to do with, and then everything will work itself out. This is the mantra that I didn’t…
I’m a CPA, and a CFP. Per my resume, I am a money expert. Per my balance sheet, I’m a money novice. I’m sharing my…
