Blog - Page 2 of 17 - Flow Financial Planning

Do Your RSUs Make Your Annual Income Super High? Treat Yourself, Sure, and Also…

…don’t permanently increase your expenses.

Should I Use the Brokerage Window in My 401(k)? What IS the Brokerage Window in My 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 should use it?

Flow FP's Block Woman can't stop seeing the INVESTING line on the eye chart.

How Focused Should I Be on Investing? There Are So Many Other Pieces of My Financial Puzzle.

It depends.

Thank you. Thank you. I’m here all week.

Flow Is Hiring!

Specifically, hiring an Associate Advisor.

I Make So Much Money. This Should Be Easy. Why Am I So Stressed Out? (Video)

It’s easy to think that if you make a lot of money, your financial life should be easy. But if you’re anxious, you have every reason to be! Finances in tech are straight up complicated. And the risks of loss or lost opportunity are real.

If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

A curious thing is happening when big tech companies, like Lyft and Uber, go IPO nowadays. I mean, aside from the fact that their stock immediately starts losing value…although that figures into my point, which is:

Flow FP's Block Woman celebrates 3 years of Flow Financial Planning!

Flow Turns 3

Today is Flow’s third anniversary. Hallelujah.

I am occasionally the introspective sort. And occasionally others benefit from those introspections, so I thought I’d publish said introspections on the last three years. Here’s my two-year retrospective.Read More

Flow FP's Block Woman hides in her foxhole, worried about impending catastrophe.

Do you fear a recession might be around the corner? What can you do to prepare?

Have you started to hear rumblings from your friends, colleagues, family, or the media that a recession is probably coming soon? Are you nursing a fair bit of anxiety about it? Read More

Do you see yourself NOT in tech in 10 years?

When you look forward 5, maybe 10 years, do you see yourself not in the tech industry anymore? Lots of women leave tech, for good reasons and bad. If it’s a possibility for you, what are you doing now to prepare for it?

Tax Day arrives abruptly for Flow Financial Planning's Block Woman.

Don’t Put Your Tax Return Away Yet! Look for a Few Bits to Improve Your Finances Going Forward.

Welp, you’ve done your taxes. At least, I sure hope you have.

In this here blog post, I wish not to look backwards and cast aspersions at the IRS or the Trump Administration or your company’s HR department (although lord knows, at times they’ve all deserved it…some more than others). Instead I want to show how you might use your 2018 tax return to make your ongoing finances better.

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