Financial Planning Blog

10 MayIn a Most Delightful Way Blog Series: Part 5


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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03 MayIn a Most Delightful Way Blog Series: Part 4


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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26 AprIn a Most Delightful Way Blog Series: Part 3


Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…

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19 AprIn 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…

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12 AprIn a Most Delightful Way Blog Series: Part 1


Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…

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22 MarWinter 2021 Newsletter


There is a lot going on in the world of finance. See our latest newsletter here: Winter 2021 Newsletter

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05 Feb2021 Numbers Unlimited


Our 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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GameStop

01 FebLessons from GameStop Mania


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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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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