Financial Planning Blog

16 NovRecency Bias in Investing


As I watched footage of hurricane Ian wreaking havoc on the Florida coast, my four-year-old daughter asked what was going on….

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31 OctHow to survive a zombie apocalypse


For over a decade, a dramatic television series called “The Walking Dead” has aired on AMC. The show follows an eclectic…

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23 SepQ3 2022 Newsletter


It’s been a busy summer at Financial Plan! View our quarterly newsletter for the details.

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28 JulHow Inflation Affects Asset Values


In 1980, the inflation rate peaked at 13.5%; higher than it had been in 60 years. The miserable economic conditions of…

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09 JunQ2 2022 Newsletter


Our 2022 Q2 Newsletter is live. Check it out!

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08 JunGenerational Wealth Transfer Strategies to Minimize Taxes and Fees


Four Simple Gifting Strategies How do you transfer your wealth and property to the next generation before you pass on? While…

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13 AprQ1 Newsletter 2022


It’s been a busy few months. Read our latest update HERE.

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25 FebNow is the time for a Steady Hand


Like many of you, this week I watched in horror and shock as Russia invaded Ukraine. Years of rhetoric and posturing…

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12 FebUpdated: What to Know and How to Plan for Washington State’s “LTSS” Trust Act


Article updated on February 7, 2022 On January 27th, Washington State Governor, Jay Inslee, announced a delay in the implementation of…

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04 FebUpdated: Coronavirus: The Market Gets a Cold


Updated February 2, 2022 It’s been nearly two years since the economic impacts of Covid-19 and subsequent containment protocols first began…

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24 JanFall 2021 Newsletter


It has been a busy fall and winter season. See all that’s new in our latest newsletter: Fall 2021 Newsletter

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13 SepSummer 2021 Newsletter


Here’s how our summer is going. How’s yours? Summer 2021 Newsletter

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23 JunAdvice Regarding the Washington State Long Term Care Law


The latest tax news from Washington State includes a long- term care tax on W2 income. For details, please refer to…

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07 JunSpring Newsletter 2021


Our quarterly newsletter is here with a note on cryptocurrency and some FP Inc family news!

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02 JunIn a Most Delightful Way Series: Part 8


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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