Financial Planning Blog

Excel Based Financial Planning Tool Numbers Unlimited 2020

31 Jan2020 Numbers Unlimited


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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22 JanNew Lead Advisor: Gabriel Twining, CFP®


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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22 JanThe SECURE Act: Summary and Implications for Retirement Savers


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

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22 JanFall 2019 Newsletter


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

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01 NovThe Recession is Coming! The Recession is Coming!


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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09 SepStock Market Performance: A Case for Diversified Portfolios


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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09 SepSummer 2019 Newsletter


Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter

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Elder Abuse Prevention

29 AugCircle the Wagons


Shoring up our financial defenses before we can’t remember where we put da fences I am a pretty laid-back person, but…

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29 MaySpring 2019 Newsletter


Check out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter

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17 AprIs the Inverted Yield Curve Reason to Worry?


If you’ve been paying attention to investment news, you might be aware of the recent consternation that the “yield curve” in…

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27 MarGetting to the Point of a Point


Recently, 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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08 MarLet the Dogs Bark


The term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…

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08 MarWinter 2019 Newsletter


All the latest and greatest from FP Inc. is here in our Winter 2019 Newsletter.

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22 FebTax Reform and Filing for 2018


With tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…

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23 Jan2019 Numbers Unlimited


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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