When tech workers first get stock options, they may be excited, having heard stories of people makin…

Our equity comp framework uses your priorities to design a strategy for your company stock. When we …

No one has a guarantee of not running out of money in retirement, but you can reasonably address the…

See our previous blog posts about Shifting from Saving to a DIY Paycheck and Build a DIY Paycheck fr…

Crafting a DIY Paycheck from investments and savings is a means to cover the gap between income (lik…

Retirement brings many changes and chief among them is a mind shift from “save and invest” to “pull …

Starting in January, seniors will see their Social Security monthly benefits increase by 5.9% due to…

Washington at the forefront for LTC  Washington is the first state in the nation to create a mean…

Me! And lots of other people. It is a good baseline when selecting a financial advisor. Fee-only …

* It is all good advice. Good advice for someone, in some situation, which may or may not be YOUR si…