Financial Planning Blog

29 JunThe Tax Code is Changing. Should your Retirement Plan?

Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…

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14 JunEver Seen a Retired Ostrich?

Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…

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15 MayThe Risk Illusion

As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…

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08 MaySpring Newsletter 2018

Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter

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19 AprMarket Volatility

Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…

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11 Jan2018 Tax Reform Bill: How the New Tax Reform Will Affect You

Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

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05 Jan2018 Financial [Dissolutions] Resolutions

Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…

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13 SepInformation About the 2017 Equifax Security Breach

To our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide…

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economic growth spring 2017

25 AprSpring 2017 – Is Economic Growth a Reliable Indicator of Future Equity Returns?

We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…

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Financial Planning Inc Online Sites

31 JanOnline Sites at Financial Plan, Inc. – Winter 2017

After inquiring with our clients,  it seems that many are not particularly active in logging on to our various online sites. …

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07 OctPlease Welcome The Newest Addition To Our Company: Justin Gross

The history of our firm and our clients has been one of success, and as a result, we have experienced a…

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05 AugTrailing by One Point. No Time on the Clock. Two Free Throws. – Summer 2016

The market decline of early 2016 was not anywhere near the magnitude of a bear market such as we experienced in…

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rain on umbrella

19 MayStock Market Performance and the Weather – Winter 2016

Belling-hamsters know what it is like to wait out a long winter.  A down market can be like that;  gloomy, day…

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negative interest rates chart

16 MayNegative Interest Rates: Coming to a Bank Near You?

In recent months, several of the world’s central banks have conducted a highly risky experimentwith negative interest rates.   For example, the…

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Mother bear and babies

21 JanHow to Survive a Bear (Market) Attack

If you are going to invest in the stock market for any meaningful amount of time, you will at some point…

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