• Written by James Twining
• Categorised Articles, Taxes

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

• Written by James Twining
• Categorised Uncategorized

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

• Written by Stephanie Wolf
• Categorised Newsletters

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

• Written by James Twining
• Categorised Articles, Taxes

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

• Written by Justin Gross
• Categorised Uncategorized

With the holiday season behind us, it’s time to look forward to everyone’s other favorite season…tax season, which has experienced some…

• Written by Stephanie Wolf
• Categorised Newsletters

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

• Written by Gabriel Twining
• Categorised Articles

As I watched footage of hurricane Ian wreaking havoc on the Florida coast, my four-year-old daughter asked what was going on….

• Written by Gabriel Twining
• Categorised Articles

For over a decade, a dramatic television series called “The Walking Dead” has aired on AMC. The show follows an eclectic…

• Written by Stephanie Wolf
• Categorised Uncategorized

It’s been a busy summer at Financial Plan! View our quarterly newsletter for the details.

• Written by James Twining
• Categorised Articles, Newsletters

In 1980, the inflation rate peaked at 13.5%; higher than it had been in 60 years. The miserable economic conditions of…

• Written by Stephanie Wolf
• Categorised Newsletters

Our 2022 Q2 Newsletter is live. Check it out!

• Written by Justin Gross
• Categorised Articles, Taxes

Four Simple Gifting Strategies How do you transfer your wealth and property to the next generation before you pass on? While…

• Written by Stephanie Wolf
• Categorised Newsletters

It’s been a busy few months. Read our latest update HERE.

• Written by Nathan Twining
• Categorised Articles

Like many of you, this week I watched in horror and shock as Russia invaded Ukraine. Years of rhetoric and posturing…

• Written by Justin Gross
• Categorised Articles, Taxes

Article updated on February 7, 2022 On January 27th, Washington State Governor, Jay Inslee, announced a delay in the implementation of…