Financial Planning Blog

05 DecHow Long-Term Investment Strategies can Mitigate your Ticker Risk


What is ticker risk? Don’t bother searching the internet as this is simply a term we occasionally use to describe the…

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05 DecFall 2018 Newsletter


The Financial Plan newsletter for Fall 2018 is now available here: Fall 2018 Newsletter

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26 NovWhy a second home merits a second thought


Picture this: you take a trip somewhere great and have an absolutely wonderful experience. You love everything about this place: the…

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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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