Financial Planning Blog
![](https://financialplaninc.com/wp-content/uploads/2013/03/bad-investor.jpeg)
I came across this article today in the Investment News written by Mebane Faber. It reinforces the futility of trying to pick individual…
Read More![](https://financialplaninc.com/wp-content/uploads/2013/01/income-capital-gains-estate-tax.jpg)
After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed…
Read More![](https://financialplaninc.com/wp-content/uploads/2012/12/end-of-year-taxes.jpg)
Although there is much uncertainty regarding future tax rates, as of January 1, 2013 a number of taxes are scheduled to…
Read MoreI was scanning the news and this headline grabbed my attention. As you can see, Research In Motion (RIM) reported that…
Read MoreAs you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a…
Read More![](https://financialplaninc.com/wp-content/uploads/2012/06/transition.jpg)
“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt…
Read More![](https://financialplaninc.com/wp-content/uploads/2012/06/local-or-wholesale.jpg)
Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale…
Read MoreAs you can see, our newsletter the Plan has a new look. But that is not all that is new. In…
Read More![](https://financialplaninc.com/wp-content/uploads/2012/02/home-buying-cash-or-finance.jpg)
Despite incredibly low mortgage interest rates, real estate agents are still reporting a high percentage of all-cash home purchases. But is…
Read More![](https://financialplaninc.com/wp-content/uploads/2011/12/team-players.jpg)
As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…
Read More![](https://financialplaninc.com/wp-content/uploads/2011/12/forecasting.jpg)
At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…
Read More![our investment philosophy](https://financialplaninc.com/wp-content/uploads/2011/12/our-investment-philosophy.jpg)
Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…
Read More![](https://financialplaninc.com/wp-content/uploads/2011/12/home-bias-america.jpg)
Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…
Read More![](https://financialplaninc.com/wp-content/uploads/2011/12/structures-and-elements-of-investment.jpg)
The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…
Read More![](https://financialplaninc.com/wp-content/uploads/2011/12/retirement-fund-conversion.jpg)
To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…
Read More