By: James Twining

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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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…

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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…

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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…

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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 experimentwith negative interest rates.   For example, the…

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life insurance

22 OctShould You Buy Life Insurance From An Agent?

Most insurance agents are happy to reassure you they’re selling you a great policy, but there’s no getting around the conflict…

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santorini greece

27 JulThe Financial Crisis in Greece

Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece.   Click the link below to view…

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savings rates

22 JulSavings Rates – Summer 2015

Many years ago when I was just beginning my budding career,  an older and wiser financial advisor told me that “the…

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New York Stock Exchange

02 JunThe Crucial Difference Between Investment Brokers And Fee-Only Advisors

The common perception among the investing public is that all of the professionals who help clients manage their money are “financial…

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20 MayWelcome Gabriel Twining – Spring 2015

In February, my youngest son Gabriel graduated from Saybrook University in Seattle with a Master’s Degree in Industrial Psychology with a…

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measuring stick

02 FebQuantifying the Value of an Excellent Financial Advisor

For any business relationship to work, the value gained for both parties must exceed the cost. The calculation for a financial…

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05 OctFinancial Plan is Moving – Autumn 2014

After 17 years in our downtown office, Financial Plan is moving to a new office location.  Beginning October 1st, 2014…

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29 SepFinancial Plan, Inc. Moves to Barkley Village

After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our…

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paper investments

24 JanAre Shares of Stock and Stock Mutual funds “Paper” Investments? – Winter 2014

Most investors tend to have a high level of angst regarding their stock and stock mutual fund investments. When the investing…

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innovation, Bellingham WA, ElsaCoPhoto-1829 copy

24 SepWhy We Innovate – Autumn 2013

Accepting the “Best Practices Award” for Top Innovator In mid-September, Financial Plan Inc. received the Best Practices Award for being a…

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