Financial Planning Blog
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
Read MoreThe leadership team at Financial Plan, Inc. is growing! After serving on the Operations Team, then four years as an Associate…
Read MoreThe 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…
Read MoreHow to Recession-Proof Your Stocks (and Financial Plan) No doubt you’ve been hearing it a lot lately: “A recession is coming!”…
Read MoreIf you have been paying attention, you know how much we believe in equity markets. Our clients who have a long…
Read MoreShoring 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
Read MoreIf 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…
Read MoreThe term “expected return” is in wide use among financial planners. To the layman it carries misleading connotations: most assume that…
Read MoreWith tax season in full effect, many people are feeling the impact of Tax Reform 2018 for the first time. Therefore,…
Read MoreOur proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
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