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Two Block People on either side of a piece of wood for a table with a multi-colored puff ball above them.

What Clients Really Care About (from our 2023 and 2024 Client Feedback Surveys). Do You Agree?

December 25, 2024 |
After two years of annual client-feedback surveys, I have learned two important things: I suck at writing client-feedback surveys. Talking with a financial planner who really knows and cares for
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Block Woman gazes at a wall calendar with a beach scene and a date circled on the calendar page.

Not “CAN I retire early?” but “HOW do I retire early?” Making a Retirement Plan When You’re Still Young.

December 11, 2024 |
“When can I retire?”“Can I retire when I’m 55?” Our clients, many in their 30s or 40s, ask us such questions all the time. The thing is, if all you
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Top 11 Reasons that People Reach Out to Us for Financial Planning Help

November 27, 2024 |
Do you recognize yourself in any of these situations? While everyone’s finances are complicated (if nothing else, because their lives are complicated), there’s actually a fairly short list of reasons
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Block Woman surveys scattered piles of coins placed on a grid of squares

Use Asset Location to Pay Less in Taxes and Get More Money out of Your Investment Portfolio

November 13, 2024 |
What if you didn’t have to save more than you already are, if you didn’t have to change what you invested in…and you could still get more money out of
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Two Block figures face each other across a tabletop that has 3 pieces of white paper on it.

What It’s Like to Work with Flow: The Annual Renewal Meeting

October 30, 2024 |
Most people have no idea what working with a financial planner is like. Every prospective client I speak with has questions about what it’s like to work with us at
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Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

Meg’s Musings: On Being a Financial Planner

October 9, 2024 |
Back from several days in San Francisco—celebrating my wedding anniversary, admiring a friend’s potato-shaped dog, meeting with a handful of clients, enjoying the hell out of San Francisco, and generally
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Or want to live on the wild side?

What a yoga practice can teach you about building strong personal finances (Video)

November 1, 2018
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Two Block People on either side of a piece of wood for a table with a multi-colored puff ball above them.

What Clients Really Care About (from our 2023 and 2024 Client Feedback Surveys). Do You Agree?

December 25, 2024
Read More
Block Woman gazes at a wall calendar with a beach scene and a date circled on the calendar page.

Not “CAN I retire early?” but “HOW do I retire early?” Making a Retirement Plan When You’re Still Young.

December 11, 2024
Read More
1 pink and 1 blue block women sitting across a white table from each other

Top 11 Reasons that People Reach Out to Us for Financial Planning Help

November 27, 2024
Read More
Block Woman surveys scattered piles of coins placed on a grid of squares

Use Asset Location to Pay Less in Taxes and Get More Money out of Your Investment Portfolio

November 13, 2024
Read More
Two Block figures face each other across a tabletop that has 3 pieces of white paper on it.

What It’s Like to Work with Flow: The Annual Renewal Meeting

October 30, 2024
Read More
Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

Meg’s Musings: On Being a Financial Planner

October 9, 2024
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A shadowy Block Woman views a yellow ball labeled with red initials TCJA almost fully hidden below the horizon of a blue and green sea.

More Strategies to Save You Taxes In Case the Tax Cuts and Jobs Act Expires in 2026

September 25, 2024
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A shadowy Block Woman views a yellow ball labeled with red initials TCJA partially below the horizon of a blue and green sea.

Should you do a Roth conversion before the (possible) expiration of TCJA in 2026?

September 11, 2024
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Block Woman stands in front of a white sheet of paper with the title written in old script that says Last Will and Testimont. The letter i in misspelled Testimont is crossed through in red and a letter a is written above.

Look out for These Mistakes in Your Estate Plan.

August 28, 2024
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Block Woman peers over the edge of a clear blender, looking down on an ice cube and the stainless steel blender blade.

Should You Participate in an Exchange Fund with Your Big Pile of Company Stock?

August 14, 2024
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Block Woman stands in focus in the background with two blurry red cars in the foreground that have crashed into each other.

Focus on these Few, Important Parts of Your Auto Insurance

July 31, 2024
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Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

Meg’s Musings: Managing Your Finances Is Hard.

July 10, 2024
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Block Woman surveys 3 piles of coins next to 3 objects: a building; a car; a dog.

Save Up for Big Expenses Ahead of Time. It Forces You to Prioritize Your Goals.

June 26, 2024
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Block Woman stands at the start of a blurry game board of Life.

How Much Can You Safely Spend from Your Investments?…for the Young and Financially Independent

May 29, 2024
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Block Woman with colored squiggles symbolizing incredulity gazes at a lit number 8 birthday candle atop a miniature white birthday cake.

Reflections on 8 Years of Flow

May 9, 2024
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