Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
In a Most Delightful Way Blog Series: Part 2
Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder and CEO, James Twining, CFP®. The book aims to explore and simplify concepts based on the author’s own recollection of his early life and storied career path. The formula includes a story or anecdote […]
2021 Numbers Unlimited
Our much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers you never knew you needed to know can be found right here: Numbers Unlimited 2021
Fall 2020 Newsletter
Our quarterly update for Fall 2020 Fall 2020 Newsletter
2020 Numbers Unlimited
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax, retirement, and overall financial planning. We keep it with us at all times, because we’re nerds like that. DOWNLOAD NOW
New 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 Advisor with FP Inc, we are proud to announce that Gabriel (Gabe) Twining, CFP® has been promoted to Lead Advisor! Gabriel has proven himself to be a strategic planner with a steady hand for […]
Summer 2019 Newsletter
Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter
2019 Numbers Unlimited
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax, retirement, and overall financial planning. We keep it with us at all times, because we’re nerds like that. Download Now Download Number’s Unlimited – 2019
Understanding Rates of Return
Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of my investment.” In all seriousness though, calculating a rate of return; also known as “return on investment”, or ROI, is useful because it allows investors to compare various investments, regardless of the amount invested […]
Ever Seen a Retired Ostrich?
Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or putting together an overall financial plan, you are continuously faced with an onslaught of never-ending decisions. There are many points along this journey when we look back and wonder “what was I thinking?!” Often, […]