As the coronavirus continues its trek around the world, speculation about the virus’s impact on the global stock market has been equally rampant. Those asking whether they should get more conservative with their financial investments or pull out of the market altogether are not wrong to assume that the coronavirus will impact the stock market. […]
2020 Numbers Unlimited
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax, retirement, and overall financial planning. We keep it with us at all times, because we’re nerds like that. DOWNLOAD NOW
New 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 Advisor with FP Inc, we are proud to announce that Gabriel (Gabe) Twining, CFP® has been promoted to Lead Advisor! Gabriel has proven himself to be a strategic planner with a steady hand for […]
The 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 Up for Retirement Enhancement” or SECURE Act. The act, which went into effect on January 1, 2020, includes multiple provisions that are sure to effect retirement savers. Here, we have outlined those that could […]
Fall 2019 Newsletter
As the year comes to a close, we take a look to the future and all the promise of 2020. We are grateful for each of you, our valued clients. Fall 2019 Newsletter web
The 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!” How do we know? Online search volume for the word “recession” is exploding, increasing by over 5x between July and August this year. Searches for “recession-proof stocks” quadrupled during this same time period. Clearly, […]
Stock 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 enough time horizon and the risk tolerance to endure bear markets are invested, at least to some degree, in massively diversified portfolios of stocks. A reason we recommend portfolio diversification is because most individual […]
Summer 2019 Newsletter
Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter
Circle 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 one thing that makes me go from zero to ‘losing it’ in short order is when somebody attacks Grandma (or Grandpa.) Not just my grandma, but any grandma. In this case, I’m not speaking […]
Spring 2019 Newsletter
Check out what’s new with us this Spring and help welcome our newest employee! Spring 2019 Newsletter