Author: Meg

Don’t hang out with billionaires. (Video)

The people we surround ourselves with have such a profound influence on how we live our lives, and how we feel as we do it.

If you’re hanging out with people with waaaay more money than you have, it’s gonna be hard to find contentment with what you do have, even if it’s objectively quite a lot!

Do you want to use your wealth to live your own values, to create our own ideal life? Reach out and schedule a free consultation or send us an email.

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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.

You Want to Give Money to Charity. Should You Use a DAF?

Good on you for wanting to share some of your good fortune, for wanting to help people, communities, and causes that deserve it.

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Thinking About Leaving Your Job? Think Through These Things First.

As The Great Resignation continues to unfold, have you been tempted to put in your own two weeks’ notice? Perhaps you’ve even fantasized about your own version of the moment that JetBlue flight attendant announced his resignation over the PA system and exited his plane in glorious fashion.

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Money and Time Both Feel Scarce. How Can You Feel More Abundant?

One of the primary concerns of the women we work with is a sense of overwhelming busy-ness. If they were granted three wishes, finding a sense of “time spaciousness” would be at the top of their wish list.

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What I—and Hopefully You—Can Learn from My 85-Year-Old Aunt.

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.”

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

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.

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

Flow FP's Block Woman Contemplates the Shell Game

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.
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How Much Money Do You Need?

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.)

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How Could the House and Biden Tax Proposals Affect You? What Should You Do Before Year’s End?

Have you been hearing a lot about the tax proposals coming out of Washington D.C.? First it was President Biden’s back in April. In early September, it was the House Ways and Means Committee’s. And currently, as of the time of publishing, the tax proposal situation in Congress is anybody’s guess.

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