Financial Planning Blog

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…

Read More

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…

Read More

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…

Read More

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,…

Read More

22 MarQ1 2023 Newsletter


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

Read More

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…

Read More

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…

Read More

30 JanQ4 Newsletter for 2022


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

Read More

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….

Read More

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…

Read More

23 SepQ3 2022 Newsletter


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

Read More

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…

Read More

09 JunQ2 2022 Newsletter


Our 2022 Q2 Newsletter is live. Check it out!

Read More

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…

Read More

13 AprQ1 Newsletter 2022


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

Read More