• Written by James Twining
• Categorised Articles, Stock Market

If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game. The typical DIY-investor relies…

• Written by W. Devin Wolf, CFP®
• Categorised Articles, Stock Market, Taxes

2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…

• Written by Stephanie Wolf
• Categorised Newsletters, Uncategorized

Our quarterly update for Fall 2020 Fall 2020 Newsletter

• Written by James Twining
• Categorised Articles, Stock Market

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

• Written by Stephanie Wolf
• Categorised Newsletters

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

• Written by James Twining
• Categorised Articles, Stock Market

At Financial Plan, we are analytical to a fault when evaluating investments.  We continually ask the question: “Are we populating our…

• Written by Gabriel Twining
• Categorised Stock Market

You’ve seen the declaration splashed across headlines, “This time is different!” Public perception surrounding the first half of this year and…

• Written by Gabriel Twining
• Categorised Articles, Stock Market

Heard any bad financial news lately? Of course you have! But what if I told you the U.S. stock market recently…

• Written by W. Devin Wolf, CFP®
• Categorised Articles, Taxes

Late last week, the federal government passed an 883-page, $2.2T bill dubbed the CARES Act (Coronavirus Aid, Relief and Economic Security)….

• Written by David Dick
• Categorised Articles, Stock Market

As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been…

• Written by W. Devin Wolf, CFP®
• Categorised Uncategorized

Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…

• Written by Stephanie Wolf
• Categorised Uncategorized

The leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate…

• Written by W. Devin Wolf, CFP®
• Categorised 401(k), ROTH, Taxes

The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…

• Written by Stephanie Wolf
• Categorised Newsletters

As the year comes to a close, we take a look to the future and all the promise of 2020. We…

• Written by W. Devin Wolf, CFP®
• Categorised Articles, Stock Market

How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…