Financial Planning Blog

05 Feb 20212021 Numbers Unlimited


Our much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers…

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GameStop

01 Feb 2021Lessons from GameStop Mania


By now, most of us have heard plenty about the frenzy going on around GameStop (ticker GME), a brick-and-mortar video game…

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15 Jan 2021Should I Manage My Own Investment Portfolio? | The Abysmal Record of DIY Investor Cash Flows


If 2020 taught personal investors anything, it’s that managing your own investment portfolio is a dangerous game. The typical DIY-investor relies…

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08 Jan 2021It’s a new year: What we know and what is to come


2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…

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09 Dec 2020Fall 2020 Newsletter


Our quarterly update for Fall 2020 Fall 2020 Newsletter

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07 Dec 2020What is the new ETF rule?


Every so often, something occurs that changes the way we invest, and we think it best to keep our clients informed…

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04 Dec 2020Summer Newsletter 2020


Read the summer update from FP Inc…And OH what a summer it has been! SUMMER 2020 NEWSLETTER  

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18 Sep 2020The ETF Rule and Custom Baskets


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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10 Aug 2020This time IS different


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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16 Jul 2020Negativity Bias and the Financial Markets


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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CARES Act

30 Mar 2020Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act


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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24 Feb 2020The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio


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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Excel Based Financial Planning Tool Numbers Unlimited 2020

31 Jan 20202020 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 Jan 2020New 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 Jan 2020The 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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