In: Uncategorized
- Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
Note: While some information in this article is specific to BP employees, the points about the three tax wallets may be…
Read More- Just When You Thought You Were Out of Debt - March 27, 2024
- Retirement Tax Planning: The Three Tax Wallets - March 13, 2024
- Your Future Income Tax Brackets May Be Higher Than You Assume - September 19, 2023
By James B. Twining, CFP® and Tor Benson The decision to make a Roth conversion can be extremely impactful, warranting thorough,…
Read More- 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!
Read MoreOur Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
Read MoreOur Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
Read MoreOur Spring blog series includes excerpts and simple financial lessons from the book In A Most Delightful Way, by our founder…
Read MoreOur Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
Read MoreOur Spring blog series includes excerpts and basic financial lessons from the book In A Most Delightful Way, by our founder…
Read MoreOur 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- 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
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
Read More- 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…
Read More