Financial Planning Blog
Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…
Read MoreThere is a lot going on in the world of finance. See our latest newsletter here: Winter 2021 Newsletter
Read MoreOur much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers…
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By now, most of us have heard plenty about the frenzy going on around GameStop (ticker GME), a brick-and-mortar video game…
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If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game. The typical DIY-investor relies…
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2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…
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Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed…
Read MoreRead the summer update from FP Inc…And OH what a summer it has been! SUMMER 2020 NEWSLETTER
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At Financial Plan, we are analytical to a fault when evaluating investments. We continually ask the question: “Are we populating our…
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You’ve seen the declaration splashed across headlines, “This time is different!” Public perception surrounding the first half of this year and…
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Heard any bad financial news lately? Of course you have! But what if I told you the U.S. stock market recently…
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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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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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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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