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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation

Tag: donor-advised funds

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  2. Tag Archives: donor-advised funds

Magical (“Magical”) Personal Finance Tactics

Block Woman, a pinkish triangle block on the left, is tipping slightly towards an upturned black top hat.

Are you tempted to believe that there are magical solutions to your financial problems?

Continue reading

401(k) Backdoor Roth Backdoor Roth IRA Contribution charitable donations charitable giving DAF donor advised fund donor-advised funds health insurance HSA RSUs

Charitable Giving for Tech Employees…Take Advantage of Your Unique Opportunities.

A friend of mine in the Bay Area recently learned from a local charity that women in tech between the ages of 25 and 45 are their biggest donors. Continue reading

appreciated assets appreciated stock donor-advised funds philanthropy
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