Financial Planning Blog
A few weeks ago, I was invited to teach an introduction to personal finance class to a group of local 8th…
Read MoreAmerican households are drowning in consumer debt, with the Federal Reserve Bank reporting a new record of over $1.13 Trillion in…
Read MoreNote: While some information in this article is specific to BP employees, the points about the three tax wallets may be…
Read MoreAs the end of another year approaches, most altruist investors are considering their year-end charitable giving. When focusing on the goal…
Read MoreAnother day, another crisis of leadership in our government. Fears of a looming government shutdown might have you wondering if it’s…
Read MoreFuture assumed income tax brackets are a major consideration when making current decisions, such as the decision to convert a traditional…
Read MoreBy James B. Twining, CFP® and Tor Benson The decision to make a Roth conversion can be extremely impactful, warranting thorough,…
Read MoreMore new faces at Financial Plan and other happenings in this first quarter of 2023. Read the newsletter here.
Read MoreOn December 29th, 2022, the SECURE 2.0 ACT was signed into law. It includes a few provisions that are beneficial for…
Read MoreWith the holiday season behind us, it’s time to look forward to everyone’s other favorite season…tax season, which has experienced some…
Read MoreAs I watched footage of hurricane Ian wreaking havoc on the Florida coast, my four-year-old daughter asked what was going on….
Read MoreFor over a decade, a dramatic television series called “The Walking Dead” has aired on AMC. The show follows an eclectic…
Read MoreIn 1980, the inflation rate peaked at 13.5%; higher than it had been in 60 years. The miserable economic conditions of…
Read More