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The latest blog

Block Woman looks at a white paper with a handwritten list of to-do items.

Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions).

Are you at peace with your financial to-do list? Or are you a human being?
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Meg’s Musings: Consumption Edition

Several years ago I took my two young daughters and my mother (code name: Grandma) to Disneyland. Those three really wanted to go, and they had a wonderful time.
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Block Woman is lying on a fluffy white bed of cotton looking at question mark in the upper right corner. The background is sky blue.

You Don’t Have Big Goals Right Now. That’s Okay! Keep Checking Back with Yourself.

I’ve got simple tastes. I’m pretty happy with my life the way it’s going. I can’t think of anything I’d change.
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Block Women on level two of a three-level blue staircase

The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?

If you work—or worked—at a private company, maybe you think IPO planning is just what you do in the few months before and after the IPO.
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Block Woman holds one penny with a stack of pennies on the floor next to her. She is looking at some symbols of charities on the wall.

How Much Money Should You Give to Charity?

As we near the end of charities’ fiscal years, you might notice nonprofits reaching out to supporters—like you—to assist with their year-end fundraising goals. So you may be wondering: as
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You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?

The last thing you need after you’ve lost your job is to be forced to make a decision—that could be worth a lot of money—in just a few weeks.
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Or want to live on the wild side?

What Should I Do with My Old 401(k)?

January 8, 2018
Pick it for me!
Have a Question:
Block Woman looks at a white paper with a handwritten list of to-do items.

Overwhelmed by Your Financial To-Do List? There’s Hope (And a Few Practical Solutions).

November 16, 2022

Meg’s Musings: Consumption Edition

October 26, 2022
Block Woman is lying on a fluffy white bed of cotton looking at question mark in the upper right corner. The background is sky blue.

You Don’t Have Big Goals Right Now. That’s Okay! Keep Checking Back with Yourself.

October 13, 2022
Block Women on level two of a three-level blue staircase

The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?

September 27, 2022
Block Woman holds one penny with a stack of pennies on the floor next to her. She is looking at some symbols of charities on the wall.

How Much Money Should You Give to Charity?

September 13, 2022

You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?

August 30, 2022
Block Woman being elevated while with a pile of papers underneath

You kept all your company stock. And now it’s worth so much less. What should you do?

August 18, 2022
A purple Block Woman jumps for joy with a golden starburst around her head

What Do You Spend Money On? Lessons from Our Clients About Spending that Brings True Joy.

July 25, 2022

Plans for your company’s IPO have gone pfft. What should you be doing about your company stock and personal finances now?

July 12, 2022
Block Women is lying on her side with a cartoon dialogue cloud above her head showing a complex decision diamond flowchart

Making Decisions Is Exhausting. Rules and Automation Help You Make Fewer Decisions in your Finances.

June 21, 2022
Block Women is attached to end of graph when the RSU price was high, before it plunged

RSUs After They Lose Value: Are You Anchoring on the Price at Grant?

June 1, 2022
A dark cloud with rain falling hovers over Block Woman

Sometimes it just sucks to be an investor. And consumer.

May 17, 2022
Birthday candle 6 with amazed Block Woman

Reflections On 6 Years of Flow

May 9, 2022

Has your tax season sucked? Make some changes now to make next year better (suck less).

April 19, 2022

Should You Defer Your Bonus to Your 401(k)?

March 16, 2022