Financial Planning Blog

the lottery effect

09 SepThe Lottery Effect


Today’s Powerball estimated jackpot of $500 million has created a fair amount of buzz in the media. We all know how…

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smart money DFA

09 AugThe Smart Money is Catching on to DFA (Dimensional Fund Advisors)


For the last ten years Financial Plan, Inc. has incorporated funds from DFA (Dimensional Fund Advisors) into our diversified investment portfolios….

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09 AugDevin Wolf MO Interview – Small Business Planning


Our very own Devin Wolf was interviewed by M.O. (Modus Operandi), a website that focuses on small businesses and entrepreneurs. In…

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09 JulFiduciary Standard Proposal


Once again, the S.E.C. proposal to hold all brokers to a fiduciary standard has run aground. This from a September article…

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09 JunAn Investor’s Most Fervent Wish Is A Simple Desire For Peace – Summer 2013


Recently I came across this sketch posted by best selling financial author and illustrator Carl Richards.   The message it conveys has…

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09 JunA Step in the Right Direction – 401(k) Fees


Articles such as this one in Fortune regarding retirement plan fee disclosures are beginning to hit the mainstream media. This particular article focuses on…

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08 JunGold ETF Tax Surprise


My dad told me recently that he just celebrated his “Heavy Metal” Birthday. He said it means that he has gold…

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22 MayRead the Summer 2013 Newsletter


Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.

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09 MarYou Are Not A Good Investor


I came across this article today in the Investment News written by Mebane Faber. It reinforces the futility of trying to pick individual…

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09 JanThe New Income, Capital Gains, and Estate Tax Environment – Winter 2013


After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed…

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09 DecYear End Tax Planning


Although there is much uncertainty regarding future tax rates, as of January 1, 2013 a number of taxes are scheduled to…

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09 DecCan a Bad Company Be a Good Investment?


I was scanning the news and this headline grabbed my attention. As you can see, Research In Motion (RIM) reported that…

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09 SepWelcome Bonnie – Autumn 2012


As you know, Jennifer has flown the coop. She was swept off her feet, proposed to, and whisked away by a…

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11 JunI Survived the Transition – Spring 2012


“I SURVIVED THE TRANSITION, AND ALL I GOT WAS THIS LOUSY NEWSLETTER”! I think that would be an appropriate T shirt…

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09 JunBuy Local or Wholesale? – Summer 2012


Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale…

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