My longstanding clients George and Sue came to me with a dilemma. They found a dream home in Arizona that they hoped to purchase and live in long-term. Due to job constraints, they were not interested in selling their existing home in another state first to free up the capital to buy the new home…. Read more »
When working with tech professionals, I see many of them encounter what I call a “good problem.” For those who receive equity compensation as part of their total pay, the grants can build their balance sheet quickly, but they also create significant risk around a single point of failure. If both your paycheck and your… Read more »
There is a question I ask every client who has not yet addressed long-term care planning, and it goes something like this: If you needed help with daily activities tomorrow, such as bathing, dressing, or managing medications, where would the money come from?
