• donating stock
    FEATURED POST

    The Complete Guide to Donating Amazon Stock as an Employee

    Read more
  • Appreciated Stock to Donor-Advised Fund
    Why Donating Appreciated Stock to a Donor-Advised Fund Can Be a Smart Move in a High-Income Year
    Read more
  • OBBBA and Charitable Giving
    How the OBBBA Impacts Charitable Deductions: Smart Planning Moves to Consider Before Year-End
    Read more
  • Planning a Sabbatical
    Planning a Sabbatical: How to Step Away Without Derailing Your Finances
    Read more
  • One Big Beautiful Bill Act
    The One Big Beautiful Bill Act and Your Financial Plan
    Read more
  • Rest
    Permission to Pause: Why Rest Is a Power Move in a Go-Go-Go Industry
    Read more
  • Survival Mode
    Signs You’re Operating in Survival Mode (And How to Start Thriving Again)
    Read more

Want to slip out of your Golden Handcuffs and plan for financial independence?

It all starts with a conversation. Book a call with our CEO, Christine
Book a Simplicity session