Nothing Like a Wildfire to Get Your Attention

Nothing Like a Wildfire to Get Your Attention

I am a planner by nature. Once the immediate shock of an unfolding disaster became clear, I needed to do some real-time planning and preparing. It was in this moment that I realized my plan was not as tight as it should be. As the coming days and weeks unfold, my community will be facing loss, grief, coming together and rebuilding. I hope that as we do this difficult work, we will all take steps to ensure we stay safe, care for each other and get ourselves as prepared as we can for the next challenge.

Back to Basics with a Pandemic as a Guide

Back to Basics with a Pandemic as a Guide

In my role as a mother, I have spent extra hours stocking the pantry, wiping down surfaces, planting a vegetable garden and filling up our medicine cabinet with all the nutritional and herbal remedies I know to help my family build our immune systems, combat stress, get good sleep and fight off illness should it strike. These activities help me maintain a small sense of control in a time of intense uncertainty. In my role as a financial planner, I find myself working with clients to do the same thing: focus on what you can control.

Finding spaciousness in a gap year

Finding spaciousness in a gap year

Our youngest is in the midst of a gap year before heading to college. I will admit that I was a bit nervous at first. It is hard to resist the urge to press on, keep the ball rolling, avoid idleness at all costs. But all that pressure can sometimes backfire and then it becomes so very obvious that taking a breath, taking a step back, finding some time to really contemplate the next move is what is called for.

5 Mistakes to Avoid When You Get Shares of Company Stock

5 Mistakes to Avoid When You Get Shares of Company Stock

Equity compensation comes in multiple forms, each with its own rules, tax implications and strategies for maximizing the upsides and minimizing the downsides. Whether you work for a pre IPO startup or an established public company, a grant of stock compensation requires some careful planning and attention to detail.

Financial Planning is a Bit Like Making Dinner

Financial Planning is a Bit Like Making Dinner

Just like making dinner for a hungry family, planning for your financial future requires flexibility and creativity. Begin with where you are and what you have. Map out where you want to go. Design plans A, B and C to help you get there with grace as you find some ingredients missing from time to time. Who knows, those last minute substitutions could be the makings of a wonderful new recipe.