Financial Planning Blog
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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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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The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…
Read MoreAs the year comes to a close, we take a look to the future and all the promise of 2020. We…
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How to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…
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If you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…
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