Financial Planning Blog

CARES Act

30 MarUnderstanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act


Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….

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04 MarCoronavirus: The Market Gets a Cold


Over the past week, the global markets have seen a rapid drop in value due to fears about the spread and…

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24 FebThe Impact of the Coronavirus on the Stock Market and Your Financial Portfolio


As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…

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Excel Based Financial Planning Tool Numbers Unlimited 2020

31 Jan2020 Numbers Unlimited


Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

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22 JanNew Lead Advisor: Gabriel Twining, CFP®


The leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate…

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22 JanThe SECURE Act: Summary and Implications for Retirement Savers


The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…

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22 JanFall 2019 Newsletter


As the year comes to a close, we take a look to the future and all the promise of 2020. We…

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01 NovThe Recession is Coming! The Recession is Coming!


How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…

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09 SepStock Market Performance: A Case for Diversified Portfolios


If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…

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09 SepSummer 2019 Newsletter


Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter

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Elder Abuse Prevention

29 AugCircle the Wagons


Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…

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29 MaySpring 2019 Newsletter


Check out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter

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17 AprIs the Inverted Yield Curve Reason to Worry?


If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…

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27 MarGetting to the Point of a Point


Recently, I ran across this article from Dimensional Fund Advisors. It contains insight into the difference between a price-weighted index like…

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08 MarLet the Dogs Bark


The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…

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