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- Q1 2023 Newsletter - March 22, 2023
- Q4 Newsletter for 2022 - January 30, 2023
- Q3 2022 Newsletter - September 23, 2022
Hot off the press! See what’s new at Financial Plan this quarter. Summer 2019 Newsletter
Read More- 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
- 2020 Numbers Unlimited - January 31, 2020
Our proprietary “Numbers Unlimited” provides a snapshot of the numbers you may need to reference throughout the year for your tax,…
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
Will Rogers once quipped: “It is not the return on my investment that I am concerned about; it’s the return of…
Read More- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
Behavioral Finance: Exploring our Biases That which I would not, that do I do! Whether you are investing your assets or…
Read More- The Impact of the Coronavirus on the Stock Market and Your Financial Portfolio - February 24, 2020
- Circle the Wagons - August 29, 2019
- Why a second home merits a second thought - November 26, 2018
Here we are again: That time of year we ramp up to make some real changes in our life. Fresh start,…
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
Belling-hamsters know what it is like to wait out a long winter. A down market can be like that; gloomy, day…
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
In recent months, several of the world’s central banks have conducted a highly risky experimentwith negative interest rates. For example, the…
Read More- How Does a Government Shutdown Affect the Stock Market? Impact and Analysis - November 7, 2023
- Now is the time for a Steady Hand - February 25, 2022
- Updated: Coronavirus: The Market Gets a Cold - February 4, 2022
No financial planner can know what the future will bring, and none should pretend to. Markets, stock prices and ultimately return…
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
Dimensional Fund Advisors’ Weston Wellington offers useful perspective regarding the financial crisis in Greece. Click the link below to view…
Read More- 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
- 2020 Numbers Unlimited - January 31, 2020
Click on any of the following steps for a closer look. Additional exhibit information and important disclosures. Past performance is no…
Read More- 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
- 2020 Numbers Unlimited - January 31, 2020
Interesting article from Bloomberg “The Hugely Profitable, Wholly Legal Way to Game the Stock Market” Our clients know this as the…
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
After 17 years in our downtown office, Financial Plan is moving to a new office location. Beginning October 1st, 2014 our…
Read More- 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
- 2020 Numbers Unlimited - January 31, 2020
For the last ten years Financial Plan, Inc. has incorporated funds from DFA (Dimensional Fund Advisors) into our diversified investment portfolios….
Read More- 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
- 2020 Numbers Unlimited - January 31, 2020
My dad told me recently that he just celebrated his “Heavy Metal” Birthday. He said it means that he has gold…
Read More- 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
- 2020 Numbers Unlimited - January 31, 2020
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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