You and I probably have at least one thing in common: the administrative burden of modern life is exhausting. Overwhelming. Frustrating. Just nothing good about it, but we can’t escape it.Continue reading
Do you work for a public company? Your RSUs are probably worth waaaay less when they vest nowadays than you thought they would be just six months ago.Continue reading
Do you pay attention to the financial press or to what’s happening in the stock market (or bond market!) or to the price of broccoli at your local grocery store?Continue reading
Whew. This last year—Flow’s 6th—was a lot. Pandemic. Politics. Climate. Politics. Economy. Emerging from the pandemic.
As is the tradition, let us look back upon the last year of Flow.Continue reading
If your tax season sucked (stressed out, last-minute activity, uncertainty, unexpectedly big tax payments), then, while the pain is still fresh, let’s think about how to make your life way less stressful next year.Continue reading
You got a bonus. Nice. In my maturity, I have grown to appreciate an extra $10,000, $20,000, or $100,000 dropping into my lap.Continue reading
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Disclaimer: This article is provided for educational, general information, and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. We encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from Flow Financial Planning, LLC, and all rights are reserved. Read the full Disclaimer.
Good on you for wanting to share some of your good fortune, for wanting to help people, communities, and causes that deserve it.Continue reading
She and her dog stopped along the trail through the chaparral. She bent over and took something out of her cargo pants pocket. “Is that a pedometer?” “Yes,” she responded. “I try to walk three miles a day, between these walks and walking around the house.”Continue reading
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 about.Continue reading
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 froze all his credit accounts and immediately filed his taxes.
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 their laps. (That’s what we specialize in after all.)Continue reading