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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation

Month: November 2018

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  2. Archives: November 2018

Your HSA Is Better than Your 401(k) for Retirement Savings. Don’t Waste it on Actual Health Care Costs.

Like you, I’ve been going through Open Enrollment lately. Only I’ve been going through a whole bunch of open enrollments, for all of my clients. (It’s actually pretty cool, being able to compare—and, perforce, contrast—what a variety of tech companies offer to their employees.)
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401(k) HSA retirement savings strategy tax planning

Don’t Get Trapped by the “Benevolent Dictatorship” of Tech Employers

Flow Financial Planning's Block Woman can only see the obvious one of several choices available.

Last week I spent time in the Bay Area visiting clients, listening to them talk about their jobs and careers, getting treated to free meals at their workplaces, and generally standing in awe of the wealth on display in their company headquarters.Continue reading

career life choices

I own a ton of company stock. I’m supposed to be doing something with it, right? Right?

Flow Finan

Do you find yourself, after a few years of working at the same company, the proud owner of a whacking big pile of company stock?

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appreciated stock company stock investing RSUs rule of thumb

What a yoga practice can teach you about building strong personal finances (Video)

If you have a yoga practice, you probably know the importance of having a strong, rooted foundation so that the rest of your body can “fly,” both joyfully and safely. Turns out, personal finances work the same way.Continue reading

behavioral finance risk management savings strategy video
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