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December 2021

You Can Save in Three Different Tax “Buckets.” What Are They, and Why Should You Care?

December 21, 2021 |
I’m violating one of the cardinal rules of content marketing here by writing about something I want you to know about, instead of something that you want you to know
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Flow FP's Block Woman Contemplates the Shell Game

Protect Your Tax Return from The Bad Guys (No, Not the IRS)

December 20, 2021 |
A client recently told me a harrowing story of how his employer had accidentally leaked personal information about every employee to some Nefarious Agents. My client went right home and
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How Much Money Do You Need?

December 17, 2021 |
Our clients are in their 20s, 30s, and 40s. They’re all well paid. Many have gone through big liquidity events (read: IPO) that have dumped a big Bucket O’Money™ in
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