by Emilie Goldman | Jun 4, 2026 | Retirement
By: Emilie Goldman One of the more surprising things about working with financially successful people is how many still do not feel financially secure. After decades of earning, saving, and investing carefully, many Bay Area professionals in their 50s and early 60s...
by Emilie Goldman | Apr 24, 2026 | Financial Life Plan
By: Emilie Goldman We’ve already sent our two older kids off to college—and we’re about to send our youngest. While we’re not quite done paying for it all yet, we can finally see the finish line. There’s still tuition ahead, plus logistics and plenty of moving pieces....