Financial Planning Blog

19 SepYour Future Income Tax Brackets May Be Higher Than You Assume


Future assumed income tax brackets are a major consideration when making current decisions, such as the decision to convert a traditional…

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19 MayConvert! Oh, Ye of Little Faith: Roth Conversions are Underutilized


By James B. Twining, CFP® and Tor Benson The decision to make a Roth conversion can be extremely impactful, warranting thorough,…

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22 MarQ1 2023 Newsletter


More new faces at Financial Plan and other happenings in this first quarter of 2023. Read the newsletter here.

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22 MarThe SECURE ACT 2.0: Three Good features


On December 29th, 2022, the SECURE 2.0 ACT was signed into law. It includes a few provisions that are beneficial for…

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31 JanHow Will Taxes Change in 2023? Brackets, Deductions, and 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…

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30 JanQ4 Newsletter for 2022


For a bit news and a smidge of advice from FP inc., check out our newsletter for Q4 2022

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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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