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

February 11, 2026 | Saving and Spending

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

January 21, 2026 | Public-company equity

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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Protect Your Investment Portfolio from the AI Bubble

November 12, 2025 | Investing

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

October 29, 2025 | Employee benefits/401(k)

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

A Case Study in Navigating an IPO

October 29, 2025 | Pre-IPO and Going Public

Do you want to create a smart strategy for your company’s IPO, but you have options and shares and RSUs, you don’t know how they fit together, and it all

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Why a Traditional Investment Portfolio is Better than Real Estate

October 8, 2025 | Investing

If you want to invest in real estate because you want passive income, keep this in mind: There is no kind of investing that produces income more passively than a

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Netflix, Doritos, and How You Can’t Willpower Your Way Through Your Finances.

May 2, 2018

Pick it for me!

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

February 11, 2026

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

January 21, 2026

Protect Your Investment Portfolio from the AI Bubble

November 12, 2025

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

October 29, 2025

A Case Study in Navigating an IPO

October 29, 2025

Why a Traditional Investment Portfolio is Better than Real Estate

October 8, 2025

Is Your Company Going Public? Stop Obsessing About Taxes. Start Obsessing About Your Life.

August 13, 2025

Should You Contribute Pre-Tax or Roth to your 401(k)?

July 9, 2025

Reflections on 9 Years of Flow

May 9, 2025

Build Some More Room for Error into Your Finances.

April 16, 2025

How to get the most out of working with your financial planner

March 19, 2025

Protect Your Parents from Scammers.

March 5, 2025

Unsexy Finances for People Solving Important Problems

February 12, 2025

Why You Might Want A Professional to Manage Your Investments

January 29, 2025

Should You Roll Your Old 401(k) into an IRA? Maybe. What Else Might You Do?

January 25, 2025

No need to tirelessly search for information anymore

Let us identify and explain the important issues for you

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The latest blog

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

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

Protect Your Investment Portfolio from the AI Bubble

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

A Case Study in Navigating an IPO

Why a Traditional Investment Portfolio is Better than Real Estate

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Pre-IPO and Going IPO

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Saving and Spending

Saving and Spending

Investing

Investing

Housing

Public-company equity

Giving

Employee benefits/401(k)

Financial planning

Financial planning

Or want to live on the wild side?

Netflix, Doritos, and How You Can’t Willpower Your Way Through Your Finances.

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

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

Protect Your Investment Portfolio from the AI Bubble

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

A Case Study in Navigating an IPO

Why a Traditional Investment Portfolio is Better than Real Estate

Is Your Company Going Public? Stop Obsessing About Taxes. Start Obsessing About Your Life.

Should You Contribute Pre-Tax or Roth to your 401(k)?

Reflections on 9 Years of Flow

Build Some More Room for Error into Your Finances.

How to get the most out of working with your financial planner

Protect Your Parents from Scammers.

Unsexy Finances for People Solving Important Problems

Why You Might Want A Professional to Manage Your Investments

Should You Roll Your Old 401(k) into an IRA? Maybe. What Else Might You Do?

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