Financial Planning Blog

The Capitol, Washington DC-min

11 Jan2018 Tax Reform Bill: How the New Tax Reform Will Affect You

Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

Read More
hiking down a trail

05 Jan2018 Financial [Dissolutions] Resolutions

Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…

Read More
javascript code base on computer screen-min

13 SepInformation About the 2017 Equifax Security Breach

To our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide…

Read More
economic growth spring 2017

25 AprSpring 2017 – Is Economic Growth a Reliable Indicator of Future Equity Returns?

We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…

Read More
Financial Planning Inc Online Sites

31 JanOnline Sites at Financial Plan, Inc. – Winter 2017

After inquiring with our clients,  it seems that many are not particularly active in logging on to our various online sites. …

Read More

07 OctPlease Welcome The Newest Addition To Our Company: Justin Gross

The history of our firm and our clients has been one of success, and as a result, we have experienced a…

Read More
basketball player

05 AugTrailing by One Point. No Time on the Clock. Two Free Throws. – Summer 2016

The market decline of early 2016 was not anywhere near the magnitude of a bear market such as we experienced in…

Read More
rain on umbrella

19 MayStock Market Performance and the Weather – Winter 2016

Belling-hamsters know what it is like to wait out a long winter.  A down market can be like that;  gloomy, day…

Read More
negative interest rates chart

16 MayNegative Interest Rates: Coming to a Bank Near You?

In recent months, several of the world’s central banks have conducted a highly risky experiment with negative interest rates.   For example,…

Read More
Mother bear and babies

21 JanHow to Survive a Bear (Market) Attack

If you are going to invest in the stock market for any meaningful amount of time, you will at some point…

Read More
See more premium WordPress themes by TommusRhodus