• Written by James Twining
• Categorised Taxes

With all the buzz surrounding the recent increase in U.S. tariffs, a discussion regarding the nature of tariffs is timely. We…

• Written by Nathan Twining
• Categorised Articles

Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…

• Written by Stephanie Wolf
• Categorised Articles

Great information on expectation vs reality from DFA: The Happiness Equation

• Written by Stephanie Wolf
• Categorised Newsletters

Read the latest news and updates from Financial Plan Inc in our Summer 2018 Newsletter.

• Written by James Twining
• Categorised Uncategorized

Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…

• Written by W. Devin Wolf, CFP®
• Categorised ROTH

You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…

• Written by W. Devin Wolf, CFP®
• Categorised 401(k), ROTH

Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…

• Written by David Dick
• Categorised Uncategorized

Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…

• Written by James Twining
• Categorised Articles

As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…

• Written by Stephanie Wolf
• Categorised Newsletters

Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter