Modern Family Finance

07/04/2026

Happy 4th of July! Fireworks, freedom, and celebration. 🎆🇺🇸

06/29/2026

Lisa and I support the San Francisco LGBT Center at their Soirée fundraiser — a chance to show up for a community that has given us so much, and to reconnect with friends and familiar faces along the way.

06/25/2026

Money Differences Can Strain Even the Closest Friendships (WSJ) — This piece puts words to something we see all the time: money isn’t just numbers, it’s values, expectations, and sometimes unspoken resentments. If you’ve ever felt weird about planning a trip, picking a restaurant, or talking about income with friends, it’s a helpful reminder that a little clarity (and a little courage) can protect the relationship.

Money disparities can cause problems in a relationship. But they don’t have to.

06/22/2026

In this episode of the Modern Family Finance Podcast, I sit down with Katie Burke, a San Francisco–based family law attorney, to unpack what prenups (and postnups) really do, who they’re for, and why they matter—especially in California. https://buff.ly/3QRZOyi

06/19/2026

Employees at mega-IPO candidates are opting out of tender offers (Pitchbook) - For employees at companies like Anthropic, OpenAI, and SpaceX, the decision to sell private shares is getting more complicated as potential IPOs feel closer. It’s a good reminder that equity decisions are not just about chasing the highest possible upside—they’re about balancing risk, taxes, liquidity, and the freedom that comes from turning some paper wealth into real choices.

Anthropic's recent tender offer fell short of its $6B target, an investor in the company said.

06/18/2026

Celebrating freedom, resilience, and hope. ✊🏿

06/16/2026

Why is my tax bill so high? (Plancorp) - A higher-than-expected tax bill usually isn’t a sign you did something wrong—it often means your financial life got more complex. This article walks through common surprises for high earners, from bonuses and equity comp to capital gains and under-withholding, and is a helpful reminder that tax planning works best when it happens all year, not just in April.

Discover seven common reasons high earners face unexpectedly high tax bills and learn how proactive planning can help avoid these surprises.

06/10/2026

We’re excited to welcome a new team member — Sara Rosso — as Associate Financial Planner.

Sara comes to financial planning after more than 20 years in tech and product marketing leadership. She holds an MBA from Santa Clara University and has passed the CFP® exam.

06/05/2026

Love is love. Happy Pride! 🏳️‍🌈

05/25/2026

Remembering heroes today and every day. 🎖️