In: Newsletters
- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
Accepting the “Best Practices Award” for Top Innovator In mid-September, Financial Plan Inc. received the Best Practices Award for being a…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
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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- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.
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- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
After many years of living with temporary tax brackets, we now have a more settled scheme due to the recently passed…
Read More - The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
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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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
“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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- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024
- It’s a new year: What we know and what is to come - January 8, 2021
Both buying locally and wholesale have advantages: local purchases typically are associated with the benefits of better service and buying wholesale…
Read More - The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
As you can see, our newsletter the Plan has a new look. But that is not all that is new. In…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
As our client base has grown, so have the servicing challenges. To meet those challenges we have continued to bring on…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
At the risk of sounding like a broken record, allow me once again to admonish and warn you: forecasting the direction…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
Let’s be blunt: Over the past thirty years we have studied the conventional wisdom, we have put it to the test,…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
Recently, a client asked me this question: “How do you decide how much of my account to put into foreign stocks?”…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
The diagram below outlines the scope of our financial planning services. The core of it is the Wealth Management Plan –…
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- The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
To convert, or not to convert: that is the question: Whether ‘tis nobler in the mind to suffer The slings and…
Read More - The Alphabet Soup of Medicare: Medicare Parts Explained - June 12, 2024
- Our Two-Faced Dollar - May 30, 2024
- Just When You Thought You Were Out of Debt - March 27, 2024
Not to blow our own horn too loudly, but we have managed to thrive while many other investment services firms have…
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