Financial Planning Blog

01 OctIrrational Expectations (and 3 things you can do to guard against them)

Expectations are powerful things. They involuntarily override our logic and amplify our emotional response to events based on how those events…

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27 SepThe Happiness Equation

Great information on expectation vs reality from DFA: The Happiness Equation

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04 SepSummer 2018 Newsletter

Read the latest news and updates from Financial Plan Inc in our Summer 2018 Newsletter.

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30 AugUnderstanding Rates of Return

Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…

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03 Aug6 Winning Strategies For Your Roth

You’ve read my last piece on the new tax codes and why a Roth might be a good option, decided a…

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29 JunThe Tax Code is Changing. Should your Retirement Plan?

Keep your retirement plan on track by determining if a Roth is right for you. If you have been following tax…

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14 JunEver Seen a Retired Ostrich?

Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…

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15 MayThe Risk Illusion

As emotional beings, we are susceptible to illusions and phobias. Never mind that the snake under the bed turned out to…

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08 MaySpring Newsletter 2018

Read the latest updates and insights from Financial Plan advisers in our quarterly newsletter, The Plan. Spring 2018 Newsletter

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19 AprMarket Volatility

Why is the stock market volatile? It’s a question that many of us have pondered at one time or another, especially…

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11 Jan2018 Tax Reform Bill: How the New Tax Reform Will Affect You

Since passage of the recent tax reform bill, the Tax Cuts and Jobs Act of 2017 (TCJA), major changes have been…

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05 Jan2018 Financial [Dissolutions] Resolutions

Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…

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13 SepInformation About the 2017 Equifax Security Breach

To our valued clients: In light of the recent news regarding a large scale Equifax security breach, we wanted to provide…

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economic growth spring 2017

25 AprSpring 2017 – Is Economic Growth a Reliable Indicator of Future Equity Returns?

We recently learned that the US economy has grown at a 2.1% annual rate since the recovery began in 2009. This…

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Financial Planning Inc Online Sites

31 JanOnline Sites at Financial Plan, Inc. – Winter 2017

After inquiring with our clients,  it seems that many are not particularly active in logging on to our various online sites. …

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