New Year’s Resolutions

January 1, 2015

Judging by the number of inquiries I’ve been getting recently, getting one’s financial house in order is a popular New Year’s Resolution (or an incomplete one from last year!). If you are also interested in doing some financial house cleaning, spreading it out over the course of the year can make it more manageable.

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Is Your Cyber Hygiene Up to Snuff?

December 1, 2014

With the recent spate of high‐profile hacking incidents into corporate networks (e.g., Home Depot, JPMorgan), now is a good time to review ways you can protect yourself online and make sure your cyber hygiene is adequate given the ever‐more sophisticated tactics of hackers and fraudsters.  

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Raising Generous Children

November 1, 2014

One of my favorite topics is teaching kids about money. Related to that topic, and particularly relevant with the holidays approaching, is how to teach kids to be generous to others and their community.

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Financial Planning Tip #2: Articulate Your Goals

October 1, 2014

“If you don’t know where you are going, any road will get you there” – Lewis Carroll

In order to lead a fulfilling life, it is important to step back and think about what gives meaning to your life and what are your most important goals. It is too easy to get absorbed in doing what you think you should do instead of focusing on what is really important to you.

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How to Choose the Best College Savings Account

September 1, 2014

After the lazy days of summer, the Fall is often a time of renewed focus on planning and project completion before year‐end. To that end, if getting serious about saving for your kids’ college is one of your projects, there are several different account types to consider. Each has its own advantages and disadvantages. This article summarizes several of the most common account types and one less common one.

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Financially Savvy Traveling

August 1, 2014

While traveling in Costa Rica this summer, I realized that there are many ways to make an international vacation slightly less expensive.

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Is the Stock Market Rigged?

July 1, 2014

Recent media related to Michael Lewis’s new book “Flash Boys” and an opinion piece in the New York Times titled “The Hidden Cost of Trading Stocks” might cause the ordinary investor to wonder if they should even bother investing if the playing field is so uneven.

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How to Be a More Successful Investor

June 1, 2014

I recently moderated a panel on behavioral finance for the Financial Women of San Francisco. It’s a relatively new field that barely existed when I was in business school in the late 90s. Its basic premise is that people make irrational financial decisions due to their human biases.

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Financial Planning Tip #1: Invest in Yourself

May 1, 2014

I recently wrote an article summarizing my top 10 financial planning tips for success. The impetus behind the article was being asked to speak at my business school reunion at UC Berkeley. I have decided to explore each of the tips in more detail in subsequent articles.

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Top 10 Financial Planning Tips for Success

April 1, 2014

In my work with financial planning clients, there are certain themes that occur over and over again. I’ve come to think of these themes as my wish list of top financial planning recommendations that everyone should address.

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