Flow Financial Planning, LLC
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06/14/2026
Seems a good time to remind everyone that "minimize taxes" isn't a good goal.
Sure, minimizing taxes can be a *tactic* to achieve an overarching life or financial goal, but it shouldn't be the goal itself.
Think about that when you're, say, making decisions about company stock or your investment portfolio. If you're prioritizing "minimize taxes" over "get closer to this life I want," take a step back.
A blog post:
Is Your Company Going Public? Stop Obsessing About Taxes. Start Obsessing About Your Life. - Flow Financial Planning, LLC How to prepare for your company's IPO regarding handling taxes and, more importantly, what you want your LIFE to look like.
05/12/2026
"...gender issues are often power issues." -- from this episode of the Money for Couples" podcast
Suuuuch a good point. In both my personal life and in observing clients' lives, what we think of as typical "men" behavior is often just the behavior of the sole/higher wage earner. And that sole/higher wage earner can easily be a woman (👋 ) nowadays.
260. “We’re in our 40s and forgot to invest. Are we screwed?” Ramit Sethi of I Will Teach You To Be Rich talks to Nicole and Shane, an engaged couple in their forties getting married in just 11 days. Together they earn $241,000 a year, have a net worth of $588…
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Bellingham, WA
98225