Financial Planning Blog

15 JanShould I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows


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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08 JanIt’s a new year: What we know and what is to come


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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09 DecFall 2020 Newsletter


Our quarterly update for Fall 2020 Fall 2020 Newsletter

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07 DecWhat is the new ETF rule?


Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed…

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04 DecSummer Newsletter 2020


Read the summer update from FP Inc…And OH what a summer it has been! SUMMER 2020 NEWSLETTER  

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18 SepThe ETF Rule and Custom Baskets


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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10 AugThis time IS different


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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16 JulNegativity Bias and the Financial Markets


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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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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