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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
Note: While some information in this article is specific to BP employees, the points about the three tax wallets may be…
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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
By James B. Twining, CFP® and Tor Benson, CFP® The decision to make a Roth conversion can be extremely impactful, warranting…
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- Year-End Charitable Giving Strategies - December 14, 2023
- How Will Taxes Change in 2023? Brackets, Deductions, and More - January 31, 2023
- Generational Wealth Transfer Strategies to Minimize Taxes and Fees - June 8, 2022
With the holiday season behind us, it’s time to look forward to everyone’s other favorite season…tax season, which has experienced some…
Read More- Q1 2023 Newsletter - March 22, 2023
- Q4 Newsletter for 2022 - January 30, 2023
- Q3 2022 Newsletter - September 23, 2022
It’s been a busy summer at Financial Plan! View our quarterly newsletter for the details.
Read More- Q1 2023 Newsletter - March 22, 2023
- Q4 Newsletter for 2022 - January 30, 2023
- Q3 2022 Newsletter - September 23, 2022
Our quarterly newsletter is here with a note on cryptocurrency and some FP Inc family news!
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Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
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Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
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Our Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…
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Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
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Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
Read More![](https://financialplaninc.com/wp-content/uploads/2021/04/Monopoly-hotels-Post-2.jpg)
Our Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
Read MoreOur much-anticipated Numbers Unlimited spreadsheet is updated and ready to be used for 2021 tax and retirement planning. All the numbers…
Read More- Q1 2023 Newsletter - March 22, 2023
- Q4 Newsletter for 2022 - January 30, 2023
- Q3 2022 Newsletter - September 23, 2022
Our quarterly update for Fall 2020 Fall 2020 Newsletter
Read More![Excel Based Financial Planning Tool Numbers Unlimited 2020](https://financialplaninc.com/wp-content/uploads/2020/01/Numbers-Unlimited-2020-791x1024.jpg)
- 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 proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
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- Q1 2023 Newsletter - March 22, 2023
- Q4 Newsletter for 2022 - January 30, 2023
- Q3 2022 Newsletter - September 23, 2022
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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