In mid-September, Financial Plan Inc. received the Best Practices Award for being a “top innovator” from Investment News; a fairly major publication in the finance world. They identified their winners based on a series of surveys and interviews and awarded the top 6 advisory firms from around the country. As part of accepting this […]
Recently I came across this sketch posted by best selling financial author and illustrator Carl Richards. The message it conveys has the ring of truth. Most of us want to escape the constant stress that so often comes whenever we think or talk about money. As Richards says, “ Money is insanely emotional because of […]
Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.
After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed but inaccurately named American Taxpayer Relief Act of 2012. Let’s outline the new realities: Income Taxes: For most taxpayers, the federal income tax rates for 2013 will be the same as in 2012: 10%, […]
As you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a Navy man to a new life. We are a nice place to work, but how do you compete with that? We need a replacement. Dave’s wife Bonnie helped us during our transition and showed […]
“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt for our clients about now. After all, what was the transition all about? Why did we move your accounts away from LPL? After all that paperwork and hassle, what was the point? Let’s talk […]
Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale is typically associated with reduced costs. The good news is that at Financial Plan you get the best of both worlds. Not only do we pride ourselves on providing financial planning tailored to the […]
As you can see, our newsletter the Plan has a new look. But that is not all that is new. In November we brought aboard Jamie and Jeanne’s son Nathan Twining to serve on our staff. Many of you have already met Nate or spoken with him over the telephone. Nathan worked at Wilson Engineering […]
As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on more employees; over the past few years we have added a new advisor and a new staff member. The larger size of our firm allows us to continue to give you the responsive service […]
At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction of the market is harmful to your financial health. Although I have preached on this topic for decades, we continue to see clients making the mistake of attempting to forecast. The results are generally […]
