Financial Planning Blog

13 MarRetirement Tax Planning: The Three Tax Wallets


Note: While some information in this article is specific to BP employees, the points about the three tax wallets may be…

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14 DecYear-End Charitable Giving Strategies


As the end of another year approaches, most altruist investors are considering their year-end charitable giving. When focusing on the goal…

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07 NovHow Does a Government Shutdown Affect the Stock Market? Impact and Analysis


Another day, another crisis of leadership in our government. Fears of a looming government shutdown might have you wondering if it’s…

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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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