Sarah BehrSep 11, 20212 minWhat's left of Social Security?Perhaps you saw this headline and felt your stomach sink to the floor. Social security has been on a downward spiral for many years. The...
Sarah BehrSep 3, 20212 minBNPL (Buy Now Pay Later)I just heard Square acquired Afterpay for $29B and my head spun around. I've been quick to ignore Affirm and Afterpay and other similar...
Sarah BehrAug 27, 20211 minIs housing expensive?The headlines about a housing bubble are ubiquitous. But I believe the current growth in competitive home buying is driven buy a...
Sarah BehrAug 20, 20212 minSavings ConundrumThe present low-interest environment is a major challenge for folks with idle cash on hand. If you're saving for a near-term financial...
Sarah BehrAug 13, 20212 minThe Difference between a Portfolio and a PlanDo I have a plan or a portfolio? You may hold a handful of investments that have performed quite well over the past year given the...
Sarah BehrAug 6, 20212 minRisk Tolerance 101How do we know how much risk we can stomach? One way is to test ourselves. For instance, I know I don't want to bungee jump because I've...
Sarah BehrJul 30, 20212 minWhere to park idle cash?Interest rates have been at historic lows for over a year now. The old emergency fund isn't providing the 2-3% interest it used to when...
Sarah BehrJul 23, 20211 minFOMO: Can I afford to miss this?There's so much discussion of the current housing bubble (or is it even a bubble?). As a home owner and business owner in San Francisco,...
Sarah BehrJul 16, 20211 minRent v OwnThe age old question...should I rent or buy? A recent LendingTree study found that in nearly 50 metro areas in the US that renting is...
Sarah BehrJul 9, 20212 minWindfall WorriesDoes getting rich scare you? Most of us dream of a sudden flush of cash. A windfall that would erase all fear of dying broke and alone....
Sarah BehrJul 2, 20212 minIPO 4 U?There's a growing trend in the IPO landscape, offering customers early access to the stock. Deliveroo, AirBNB, and Robinhood are a few...
Sarah BehrJun 25, 20211 minFake it til you make itOne of the best aspects of my job is when I have a client how has a sudden windfall. Whether it's from an IPO or a surprise inheritance...
Sarah BehrJun 18, 20212 minGetting back on trackCalifornia, the state I call home, is reopening on June 15th and it's gonna be weird. Going into a store without a mask, going to a...
Sarah BehrJun 11, 20212 minHousing is BananasReal estate right now...the desire, the anxiety, the dream. It comes up in almost every conversation I have with clients and close...
Sarah BehrFeb 16, 20212 minOne vs Many: How to increase your savings The path to wealth involves several factors - being born with advantages (aka privilege), finding a career that is both motivating and...
Sarah BehrFeb 8, 20213 minComing out of the dark: Thoughts on post-Covid spendingUnderstanding your monthly/annual cash flow is a top priority in creating a financial plan. Regardless of a client’s net worth, I always...
Simplify Financial PlanningDec 27, 20193 minSave, invest, protectI have three main objectives for my clients: Save + Invest + Protect Using these objectives as an outline for the current crisis - here's...
Simplify Financial PlanningDec 25, 20192 minDon't Do something, stand there.As we constantly scan headlines and refresh our browser our anxious brains internal monologue is:"Don't stand there, do something!" But...
Simplify Financial PlanningDec 24, 20192 minMake a new plan, StanThe markets and media in the past week have driven fear and anxiety into the minds of almost everyone I know. Uncertainty against danger...
Simplify Financial PlanningDec 23, 20192 minYour Cheatin' HeartIs secretly spending money the same as cheating on your partner? Depends who you ask... I was interviewed for a Newsweek article last...