Financial Planning Blog
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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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Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…
Read MoreCheck out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter
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If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…
Read MoreRecently, I ran across this article from Dimensional Fund Advisors. It contains insight into the difference between a price-weighted index like…
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