Financial Planning Blog
Medicare is the federal health insurance program for people: Who are 65 years or older. Have certain disabilities or end-stage renal…
Read More
The last time I checked, there is one face on our dollar bill: that of our great President George Washington. However,…
Read More
We are about one year removed from the failure of three United States banks with combined assets of $548 billion and…
Read More
A few weeks ago, I was invited to teach an introduction to personal finance class to a group of local 8th…
Read More
American households are drowning in consumer debt, with the Federal Reserve Bank reporting a new record of over $1.13 Trillion in…
Read More
Note: While some information in this article is specific to BP employees, the points about the three tax wallets may be…
Read More
As the end of another year approaches, most altruist investors are considering their year-end charitable giving. When focusing on the goal…
Read More
Another day, another crisis of leadership in our government. Fears of a looming government shutdown might have you wondering if it’s…
Read More
Future assumed income tax brackets are a major consideration when making current decisions, such as the decision to convert a traditional…
Read More
By James B. Twining, CFP® and Tor Benson, CFP® The decision to make a Roth conversion can be extremely impactful, warranting…
Read MoreMore new faces at Financial Plan and other happenings in this first quarter of 2023. Read the newsletter here.
Read More
On December 29th, 2022, the SECURE 2.0 ACT was signed into law. It includes a few provisions that are beneficial for…
Read More
With the holiday season behind us, it’s time to look forward to everyone’s other favorite season…tax season, which has experienced some…
Read More
As I watched footage of hurricane Ian wreaking havoc on the Florida coast, my four-year-old daughter asked what was going on….
Read More