How Much Can You Afford to Spend on this Remodel?
First comes love, then comes marriage, then comes a baby in the baby carriage. Ooops, I mean: First comes love, then maybe comes marriage? Baby? Probably. But definitely then comes
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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
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
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
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
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