Modern Family Finance

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. 🎖️

04/27/2026

Photo Of The Month: The MFF team got together in San Francisco this month for team building and strategy sessions focused on continually improving our firm. We were all newbies at pickleball, but now we’re hooked!

04/19/2026

[From Tools to Teammates: Working Smarter with AI (LinkedIn Learning)](https://buff.ly/shCA19a) This short course—created by a Modern Family Finance client and leader at OpenAI—teaches a practical framework for using AI day to day: not just for one task, but by assigning it different “roles”. The link above is from Brice’s personal post and gives you free access to the course for 24 hours. It’s one of the most practical yet big-picture guides I’ve seen for using AI across your life.

🎁 My new LinkedIn Learning course is live, and it's free for you this weekend with the link below, no subscription needed! Quick heads-up: The free access has a 24-hour clock that starts the moment you click. I timed this specifically for the long weekend. The course is under 2 hours, it's Sunday...

04/13/2026

[Human Capital and Your Portfolio (CFA Institute)](https://buff.ly/vpeJowj) When we work with clients, they often think of their net worth as the number on their balance sheet—but in reality, it’s much bigger than that. This article is a great reminder that your earning potential—your human capital—is often your largest asset, especially during your working years. It’s a helpful lens for thinking more holistically about risk, particularly when your career, income, and investments may all be tied to the same place.

Are you more like a stock or a bond? Chances are this question has never occurred to you. But it’s one you’ll need to answer when you use the concept of human capital to diversify and build your wealth. Wealth … Read more

04/08/2026

[Tax Returns Need Extra Diligence After IRS Cuts, Warn Tax Advisors (Forbes)](https://buff.ly/0JwZQD6) This is a good year to slow down and double-check your return before filing, as IRS staffing cuts could lead to more delays or missed notices. If you’d like help thinking through your tax situation, you can [schedule a free consult](https://buff.ly/Fae9hyY) with us.

02/27/2026

Photo of the Month:
Over the holidays, we spent time in Tahoe with our kids, soaking up the snow and the slower pace. It’s a good reminder that some of the best returns come from time outside.

02/16/2026

Celebrating the leaders who helped shape the nation. 🇺🇸