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The latest blog Posts

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
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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
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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.”
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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
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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.”
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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
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How I Created My Own Charitable Giving Plan: An update 2 years later

April 26, 2023
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