Tag: rule of thumb

Angel investing. You really really want to. But should you?

You got that itch to invest in some early stage companies. Maybe a former colleague founded a company and you know they’re Super Smart and their idea is So Good. Or you just love the cause that this one company is supporting.

Have NSOs in a public company? How “leverage” helps you decide when to exercise them.

If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the tax code works like that?”)

leverage non-qualified stock options NSO NSOs rule of thumb stock options

Meg’s Musings: Thriving in the Time of Covid

Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

We are all emerging from the first “stage” of quarantine. We are also all starting to realize that, contrary to what I assumed back in March, this is all going to take a lot longer than just a few months to fix.

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Meg’s Musings: (Reducing) Spending Edition

I offer up these thoughts on spending in the spirit of: If it helps, I am happy. If this is not the right time for you to think about such things, please ignore them! The internet is wonderful (and terrible) in that nothing ever disappears. Come back later if you want.

financial rules-of-thumb musings reduce spending rule of thumb saving savings strategy spending spending review

Emergency funds. Yes, they’re boring. But do you actually have one that’s big enough?

Flow FP's block woman contemplates her emergency fund.

You cannot cruise the internet without tripping over articles about the partial government shutdown and the increasingly horrible effects it’s having on many government workers and their finances and their psyches.
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emergency fund networking risk management rule of thumb savings strategy