Financial Planning Blog

15 OctThe Nature of American Tariffs


With all the buzz surrounding the recent increase in U.S. tariffs, a discussion regarding the nature of tariffs is timely. We…

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01 OctIrrational Expectations (and 3 things you can do to guard against them)


Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…

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27 SepThe Happiness Equation


Great information on expectation vs reality from DFA: The Happiness Equation

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04 SepSummer 2018 Newsletter


Read the latest news and updates from Financial Plan Inc in our Summer 2018 Newsletter.

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30 AugUnderstanding Rates of Return


Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…

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03 Aug6 Winning Strategies For Your Roth


You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…

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29 JunThe Tax Code is Changing. Should your Retirement Plan?


Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…

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14 JunEver Seen a Retired Ostrich?


Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…

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15 MayThe Risk Illusion


As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…

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08 MaySpring Newsletter 2018


Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter

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