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

September 2, 2021 | Employee benefits/401(k)

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

Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

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

August 26, 2021 | Saving and Spending

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

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

August 12, 2021 | Pre-IPO and Going 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.

July 28, 2021 | Financial planning

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

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

July 20, 2021 | Pre-IPO and Going Public

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.

June 24, 2021 | Public-company equity

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

Let us identify and explain the important issues for you

Sign up and get relevant discussions about money in your inbox twice a month.

The latest blog Posts

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

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

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

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

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

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

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Pre-IPO and Going Public

Pre-IPO and Going Public

Public-company equity

Public-company equity

Employee benefits/401(k)

Employee benefits/401(k)

Saving and Spending

Saving and Spending

Investing

Investing

Housing

Housing

Giving

Giving

Financial planning

Financial planning

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

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