Financial Planning Blog

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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19 AprMarket Volatility


Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…

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The Capitol, Washington DC-min

11 Jan2018 Tax Reform Bill: How the New Tax Reform Will Affect You


Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

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hiking down a trail

05 Jan2018 Financial [Dissolutions] Resolutions


Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…

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