Financial Planning Blog

29 JunThe Tax Code is Changing. Should your Retirement Plan?


Keep your retirement plan on track by determining if a ROTH is right for you. If you have been following tax…

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14 JunEver Seen a Retired Ostrich?


Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…

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15 MayThe Risk Illusion


As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…

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08 MaySpring Newsletter 2018


Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter

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19 AprMarket Volatility


Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…

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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…

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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,…

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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…

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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…

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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. …

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