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The latest blog Posts

What You Should Know About the New Tax Bill Before Year’s End

Do you need to do anything before year’s end in anticipation of the newly reconciled tax bill, likely taking effect January 1?
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Should I Use My Company Stock to Buy A Home?

Do you work for a company whose stock is stratospheric nowadays? Or are you sitting on a bunch of stock from a company that had a successful IPO?  Is this
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Protect Your Identity and Data. Financial Security Ain’t All About Your Savings Rate!

You’re probably getting lost in a swirl of holiday activity and online spending, maybe even buying an Amazon Echo or two, so let’s talk about how to protect yourself in this digital
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Flow Financial Planning Holiday Spending Advice

How to Spend Money During the Holidays, with Joy and Without Fear and Guilt

Are you excited and stressed out about all the shopping you have to do in the next month? Spending Money and Buying Stuff is pretty much the air we breathe
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Should I Pay Down My Mortgage Faster, or Invest More?

Do you have some extra money, and a mortgage, and you’re wondering whether you should put that extra money towards that mortgage?
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Yes, Even If You’re Good at Saving, You Should Still Track Your Spending (Video)

A short, simple exercise to reintroduce a bit of awareness into your spending habits.
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Higher Salary or More Equity: Which Should You Choose? (Video)

July 17, 2017
Pick it for me!