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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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A Case Study in Navigating an IPO

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

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

It’s been a long few years, but your company is finally having its IPO. Lucky you! If your company is going (or has recently gone) public, then perhaps you are
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Should You Contribute Pre-Tax or Roth to your 401(k)?

Recently I spoke on a panel of financial planners, here in my home of Bellingham, WA. The two other planners immediately made clear their love for Roth accounts. I was
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Reflections on 9 Years of Flow

I’ve been thinking about this blog post for over a month now. Despite starting to think about it such a long time ago (by blogging standards), and despite generally being
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Or want to live on the wild side?

Socially Responsible Investing: Is It a Good Idea for Women in Tech?

September 5, 2016
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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.

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
Block Woman stands next to a pile of coins topped by a colorful bouquet of paper flowers.

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

August 13, 2025
Block Woman looks at a spreadsheet on white paper with columns of black numbers

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
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Why You Might Want A Professional to Manage Your Investments

January 29, 2025
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Should You Roll Your Old 401(k) into an IRA? Maybe. What Else Might You Do?

January 25, 2025
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What Clients Really Care About (from our 2023 and 2024 Client Feedback Surveys). Do You Agree?

December 25, 2024
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Not “CAN I retire early?” but “HOW do I retire early?” Making a Retirement Plan When You’re Still Young.

December 11, 2024
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Top 11 Reasons that People Reach Out to Us for Financial Planning Help

November 27, 2024