Blog - Flow Financial Planning

Angel investing. You really really want to. But should you?

You got that itch to invest in some early stage companies. Maybe a former colleague founded a company and you know they’re Super Smart and their idea is So Good. Or you just love the cause that this one company is supporting.

Flow FP's Block Woman is hit by some tax code changes.

What Is a Backdoor Roth IRA (Contribution)? Should I Do it? How Do I Do It?

If I had to wager, backdoor Roth IRA contributions are in the top 3 of #personalfinance Slack channel topics.

I Just Received My Open Enrollment Benefits Booklet. Am I Actually Supposed to Read This Thing?

Amazon recently announced their move from a less-common springtime open enrollment schedule to a more traditional fall one—a change that elicited some (Zoom- and Slack-based) water-cooler chatter from the team here at Flow.

Meg’s Musings: Your Spending Doesn’t Affect Just You.

Ramit Sethi’s work on the psychology of money, especially around spending, is wonderful and desperately needed. To put it simply: He encourages people to spend more money on the things they love.

Should I withhold 22% or 37% on my RSUs when my company goes public?

As so many of my blog posts seem to, this one starts with “Congratulations! Your company is going IPO! Now you have…all these decisions to make.”

Maybe want to have kids some day? Start thinking about your fertility now. No, it’s not too early.

Infertility impacts 1 in 8 women in the United States, and treating infertility can quickly become costly. Since Flow Financial Planning primarily works with early-to-mid-career women who are often grappling with big career, family, and financial decisions during their (possibly last) fertile years, any plan feels incomplete without addressing the biology and finances of fertility.

Your Company Is Going Public. The Power of a Good Question. Or 5.

Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”

Have NSOs in a public company? How “leverage” helps you decide when to exercise them.

If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the tax code works like that?”)

This time with feeling: Keep your investing simple to get better returns.

My blog posts about investing are usually just so damn boring. But this time, this time, I …shoot, no, it’s just more of the same. At least this time I have research to make me sound more legit.

Is your take-home pay too tiny to live on? That’s okay! We can make it work.

But, Meg, what will I live on?

A delightful and Highly Suspicious client asked me this recently when I was talking with her about not only maxing out her participation in her company’s (Airbnb’s) ESPP but also maxing out her after-tax contributions to her 401(k).

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