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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

Author: dev

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  2. Author Archives: dev

College Planning… The Early Days. Part 1.

Before opening the doors of Flow Financial Planning, I asked a lot of working mothers about their top financial concerns. One of the most frequent response?

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529 college savings Coverdell Custodial Account Roth IRA UGMA UTMA

What happened to Apple can happen to you(r company)

Apple stock fell 14% last month. More importantly, in the last year, Apple’s stock has dropped by over a quarter. I don’t really care why.

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Apple stock company stock eggs in one basket employer stock investing

Robo-Advisors. Where they shine, and where they don’t.

I love Betterment and Wealthfront. These two companies, among the most popular of the independent “robo advisors,” provide a passively managed, super-low cost,

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Advisor Alpha behavioral finance Betterment DALBAR Meir Statman robo advisor Vanguard Wealthfront

Preparing for Job Loss (of the unintentional sort)

In April, Intel announced that it planned to lay off 12,000 workers. My own husband worked for Hewlett Packard over the last few years as it struggled with reclaiming the success

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401(k) loan budget emergency fund job loss layoff life insurance spending

When $200,000 is just Middle Class

(or “Strategies for Life in a High Cost of Living Area”) A few months ago I spoke with Cindy M., a mother working in the high tech industry in the San Francisco Bay Area.

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acquisition HCOL high cost of living home ownership housing IPO liquidity event
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