Are you already saving at least 15% for retirement, and you’ve already built your emergency fund up to cover 6 months of basic expenses, and you still have extra money to save? This is a great opportunity for a taxable investment account, also called a brokerage account. Your top two priorities, at most any stage, are […]| Flow Financial Planning, LLC
In which I use everyday analogies to explain what financial planning is.| Flow Financial Planning, LLC
A pros and cons list of creating a Donor Advised Fund or DAF for charitable giving.| Flow Financial Planning, LLC
The "middle way" of Coast FIRE (Financial Independence Retire Early).| Flow Financial Planning, LLC
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. Obviously you can donate to charity regardless of age, gender, or industry, but being in the tech industry means you have some unique opportunities in your […]| Flow Financial Planning, LLC
Hopefully you’ve figured out the basics of your 401(k). Maybe you’ve even figured out whether or not you should contribute to your Roth 401(k). But are you ready for The Next Level in 401(k)? Should you contribute after-tax money to your 401(k)? Not all 401(k) plans allow you to make after-tax contributions to your 401(k). Google […]| Flow Financial Planning, LLC
Details of the Flow client Annual Renewal Meeting: what the client does and what the staff at Flow do behind the scenes to prepare.| Flow Financial Planning, LLC
A "mega" blog post about (almost) all the financial planning topics!| Flow Financial Planning, LLC
