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Reflections on 10 Years of Flow

TITLE: My business turns 10 today. SUBTITLE: Holy shit, where did my 40s go. When I launched, I was 40. Now I’m 50. When I launched, my daughters were 2
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Block Woman holds a penny and stands in front of a chalk hopscotch game with a blue bucket at the other end.

Donating to Charity? Donate Investments, Not Cash, and Improve Your Portfolio, Too.

Why do you give money to charity? To help the people and causes that deserve help. That should always be the guiding light of your giving decisions. If you end
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The pink heads of two Block Women look up at 3 white spinning plates on poles.

Manage Your Complicated Cash Flow: Fund the Fun Stuff While Still Knowing You’re Safe.

Ahhhh, remember when your parents received a steady salary and paid, like, four bills a month? Times were simple. Times were good. Your finances—on both the Income side and the
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Block Woman is standing over a background of a printed Greek text with a white question mark above the top of the Block.

ISOs have good tax benefits. Sometimes it’s better to ignore them.

ISOs can give you a nice tax treatment. How? If you exercise an ISO and hold the share for at least a year before you sell it, then you will
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The top part of the pink Block Woman block is next to an inflated yellow ballon with black letters AI written on the balloon.

Protect Your Investment Portfolio from the AI Bubble

Are you afraid of the AI bubble? That it’s going to burst and devastate your investment portfolio? Many clients are expressing this same concern. Here’s what they say (with some
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Block Woman surveys muslin money bags with a tag that says "taxes" and a small pile of coins

Your 401(k)’s After-Tax Contributions Are a Retirement Savings and Tax Superpower.

Hopefully you’ve figured out the basics of your 401(k). Maybe you’ve even figured out whether or not you should contribute to your 401(k) pre-tax or Roth. But what about this
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Why You Should Invest Outside of Your 401(k)

August 21, 2017
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The word FLOW is displayed in the brand colors against a dark background

Reflections on 10 Years of Flow

May 9, 2026
Block Woman holds a penny and stands in front of a chalk hopscotch game with a blue bucket at the other end.

Donating to Charity? Donate Investments, Not Cash, and Improve Your Portfolio, Too.

March 4, 2026
The pink heads of two Block Women look up at 3 white spinning plates on poles.

Manage Your Complicated Cash Flow: Fund the Fun Stuff While Still Knowing You’re Safe.

February 11, 2026
Block Woman is standing over a background of a printed Greek text with a white question mark above the top of the Block.

ISOs have good tax benefits. Sometimes it’s better to ignore them.

January 21, 2026
The top part of the pink Block Woman block is next to an inflated yellow ballon with black letters AI written on the balloon.

Protect Your Investment Portfolio from the AI Bubble

November 12, 2025
Block Woman surveys muslin money bags with a tag that says "taxes" and a small pile of coins

Your 401(k)’s After-Tax Contributions Are a Retirement Savings and Tax Superpower.

October 29, 2025
Block Woman surveys white puzzle pieces

A Case Study in Navigating an IPO

October 29, 2025
Pink Block Woman is standing on part of a Monolopy game board with a red hotel game piece and two green house game pieces. A blue Boardwalk card is partially visible.

Why a Traditional Investment Portfolio is Better than Real Estate

October 8, 2025
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Is Your Company Going Public? Stop Obsessing About Taxes. Start Obsessing About Your Life.

August 13, 2025
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Should You Contribute Pre-Tax or Roth to your 401(k)?

July 9, 2025
Block Woman stands next to a white circular cake-like object that has a single yellow flame above it.

Reflections on 9 Years of Flow

May 9, 2025
Block Woman stands next to a small dog that is looking into its white doghouse, with the name ROVER over the doorway.

Build Some More Room for Error into Your Finances.

April 16, 2025
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How to get the most out of working with your financial planner

March 19, 2025
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Protect Your Parents from Scammers.

March 5, 2025
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Unsexy Finances for People Solving Important Problems

February 12, 2025