Meg, Author at Flow Financial Planning, LLC

It’s the 90th anniversary of the Crash of 1929. Are you ready for the next market crash?

Flow FP's Block woman is safe in her bucket, in a dangerous world.

As is part of my weekend tradition, this past weekend I read Jason Zweig’s column (paywall) in the Wall Street Journal. (And yes, to answer your unasked question: I do revel in embodying some stereotypes of financial professionals.)

It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)

We’re pretty good at saving for the long term (retirement). We have our 401(k)s and IRAs. We’re pretty good at saving for now. We have cash in our bank accounts. But what do we do for the *decades* between now and retirement? How do we save and invest for that?

goals investing saving

Report from the Women-in-Tech Front (a.k.a. GHC19)

Things I learned at Grace Hopper this year:

I cannot do basic arithmetic while standing in front of an audience of 200 people. 100 x 1000 really should be doable.
Yes there is a wrong way to hold the slide clicker, Mr. “You can’t mess it up” A/V guy. Just Watch Me.

ghc RSU RSUs stock options women in tech

Are You Waiting for the Uber Lockup to Expire? The Logistical Details You Need to Implement Your Strategy.

Flow FP's Block Woman is hit by some paperwork challenges.

If you read my last blog post about the upcoming expiration of the Uber IPO lockup, you might have noticed that I barely mentioned tax and legal details.

IPO lockup period RSU stock options Uber

Are You Waiting for the Uber Lockup to Expire? Here’s How You Can Prepare.

Flow FP's block woman careens toward November 6 in her Uber

I know many things about the upcoming expiration of the Uber lockup:

IPO lockup period RSU stock options Uber

Okay, I’ve tracked my spending. But how do I make sense of the data?

Flow FP's block woman has assembled a lot of data, but finds the result confusing.

Tiller. Mint. YNAB. Spreadsheets. Pencil and paper.

money management spending spending review values

Do Your RSUs Make Your Annual Income Super High? Treat Yourself, Sure, and Also…

…don’t permanently increase your expenses.

cash flow cash flow planning income RSU RSUs

Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?

When you log on to your 401(k) website at, say, Fidelity, do you see a mysterious mention of a “BrokerageLink®”? Have you ever wondered what it is and whether you should use it?

investing

How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.

It depends.

Thank you. Thank you. I’m here all week.

investing

Flow Is Hiring!

Specifically, hiring an Associate Advisor.

double-trigger vesting IPO lockup period privately held company public company RSUs

I Make So Much Money. This Should Be Easy. Why Am I So Stressed Out? (Video)

It’s easy to think that if you make a lot of money, your financial life should be easy. But if you’re anxious, you have every reason to be! Finances in tech are straight up complicated. And the risks of loss or lost opportunity are real.

money mindset

If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

A curious thing is happening when big tech companies, like Lyft and Uber, go IPO nowadays. I mean, aside from the fact that their stock immediately starts losing value…although that figures into my point, which is:

double-trigger vesting IPO lockup period privately held company public company RSUs

Author: Meg

It’s the 90th anniversary of the Crash of 1929. Are you ready for the next market crash?

It’s 20 (40) years until I retire! How do I save and invest for the between-now-and-then? (Video)

Report from the Women-in-Tech Front (a.k.a. GHC19)

Are You Waiting for the Uber Lockup to Expire? The Logistical Details You Need to Implement Your Strategy.

Are You Waiting for the Uber Lockup to Expire? Here’s How You Can Prepare.

Okay, I’ve tracked my spending. But how do I make sense of the data?

Do Your RSUs Make Your Annual Income Super High? Treat Yourself, Sure, and Also…

Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?

How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.

Flow Is Hiring!

I Make So Much Money. This Should Be Easy. Why Am I So Stressed Out? (Video)

If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

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