Financial Strategies for a Job Change

posted on January 11th 2017 in LA/OC CFP Team Posts with 0 Comments

It can happen to anyone. Suddenly, you are between employers. And you don’t know how long it will take to land your next job.   Especially in Orange County, where there is a thriving community of entrepreneurs, job change is common — and is not always predictable.   Even if you are voluntarily moving directly […]

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Stock Option Mistakes When You Leave Your Employer

posted on November 15th 2016 in LA/OC CFP Team Posts with 0 Comments

Back in the 1980s, it seemed only Fortune 500 executives received stock options.   Boy, have things changed! Today, employees of many firms, large and small, have received stock option grants.   When it’s over, it’s over In most cases, employees have up to 10 years to “exercise” their options and thereby capture the economic […]

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Why I Sleep Soundly (And You Can, Too)

posted on October 25th 2016 in LA/OC CFP Team Posts with 0 Comments

What I Sell I sell brainpower. That’s it. Clients bring me all kinds of questions, and I seek out answers. Clients ask, “Can I afford a bigger house? Can I afford the house I’m in? Should I invest in this startup? What can we do about college expenses, or dad’s nursing home, or health insurance?” […]

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