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    • About
    • Flow in the Media
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  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation
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: December 2018

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  2. Archives: December 2018

Anatomy of an Awesome 401(k). How Does Yours Compare?

Recently a few of my clients at major tech companies (to remain nameless!) have forwarded to me company emails proclaiming the latest improvements in their 401(k) offering. These improvements have included a “true up” of matching contributions and dead-easy-to-use after-tax-401(k) contributions.
Continue reading

401(k) behavioral finance investing

Uber’s Going IPO! What Do I Do?! Will I Be Rich? Ahhhh!

Perhaps by now you’ve settled down after reading the news of the Uber IPO filing a few days ago. My clients who used to work at Uber are, of course, Pretty Darn Excited about the announcement that Uber has filed for IPO, likely in Q1 of 2019.Continue reading

company stock IPO RSUs stock options tax planning
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