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Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Home
About
About
Flow in the Media
FAQs
What We Do
Blog
Contact
Schedule a Consultation
Schedule a Consultation
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The latest blog Posts
Are You Waiting for the Uber Lockup to Expire? Here’s How You Can Prepare.
August 21, 2019
|
Pre-IPO and Going Public
I know many things about the upcoming expiration of the Uber lockup:
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Okay, I’ve tracked my spending. But how do I make sense of the data?
August 13, 2019
|
Saving and Spending
Tiller. Mint. YNAB. Spreadsheets. Pencil and paper.
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Do Your RSUs Make Your Annual Income Super High? Treat Yourself, Sure, and Also…
July 29, 2019
|
Public-company equity
,
Saving and Spending
…don’t permanently increase your expenses.
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Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 401(k)?
July 15, 2019
|
Employee benefits/401(k)
When you log on to your 401(k) website at, say, Fidelity, do you see a mysterious mention of a “BrokerageLink®”? Have you ever wondered what it is and whether you
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How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.
July 2, 2019
|
Investing
It depends. Thank you. Thank you. I’m here all week.
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Flow Is Hiring!
June 21, 2019
|
Financial planning
Specifically, hiring an Associate Advisor.
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Dreaming of a mid-career break? Here’s how one woman in tech took the leap, despite her fears.
February 8, 2022
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