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Block Woman looks at a black-and-white die that is being rolled

You Want Certainty. I’m Sorry, You Can’t Have It. So How Should You Make Financial Decisions?

Because our clients are of the human variety, a lot of them want some certainty in their planning. They want to know that this decision will turn out right, or
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Block Women's head is lying on a round cake with white icing. Seven colorful birthday candles are strewn around.

Reflections on 7 Years of Flow

My seventh year in business was probably my hardest year, save for my first. My first was characterized by “Will this even work?” Last year was characterized by “It worked.
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Block Woman reviews a hand-written list of potential charitable donations. There is a pile of cash underneath the list.

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

Two years ago, I wrote about creating my own charitable giving strategy, which I then documented in spreadsheet-y glory. I’m back to tell you how I’ve changed and improved it
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3 Block Women shown with horizontal lines connecting them. Above are the symbols 4 0 1 (k) in green lettering.

Rolling Over An Old 401(k)? Watch Out for These Gotchas.

Earlier this year, a client rolled over an old 401(k) into her IRAs at TD Ameritrade (where we manage our clients’ investments). She received, correctly, two checks from her 401(k):
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You Should Aim to Be Financially Independent…Enough.

Though the fervor around “financial independence” has abated a bit in recent years, I still see quite a bit of it. (Perils of the job, doncha know.) In fact, I
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Block Woman balancing on a slender tightrope in the top third of the image.

Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about: Should I
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The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?

September 27, 2022
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