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PlanDynamic ➤ Fee-Only CFP®
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
 
 

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Homebuying in March: A Smart Time to Make Your Move?
Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 3/3/25 Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 3/3/25

Homebuying in March: A Smart Time to Make Your Move?

March signals the beginning of homebuying season, but before scrolling Zillow, open houses, and finding a real estate agent, let’s discuss things you need to implement.

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Mastering the College Admissions Process
Budgeting, College Planning, Debt Management, Your $ Your Independence Glenn Brown 9/5/24 Budgeting, College Planning, Debt Management, Your $ Your Independence Glenn Brown 9/5/24

Mastering the College Admissions Process

Understanding nuances of early action and early decision, exploring merit-based aid, and utilizing 529 plans and loans effectively can impact you and your stressed college-bound teen's journey.

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Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs
College Planning, Retirement Planning, Your $ Your Independence, Retirement, Investing Glenn Brown 8/2/24 College Planning, Retirement Planning, Your $ Your Independence, Retirement, Investing Glenn Brown 8/2/24

Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs

You can open a Roth IRA for your child to evolve their financial knowledge while helping invest for retirement, a first house and/or qualified educational expenses.

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Summer, Summer, Summertime - Time To Sit Back and… Experience Spend
Budgeting, Your $ Your Independence, Retirement Planning Glenn Brown 7/1/24 Budgeting, Your $ Your Independence, Retirement Planning Glenn Brown 7/1/24

Summer, Summer, Summertime - Time To Sit Back and… Experience Spend

Life is constantly evolving, and moments once passed cannot be relived. Embracing experience spending encourages individuals to seize opportunities to enjoy life while they can.

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Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.
PlanDynamic, Your $ Your Independence, Estate Planning, Retirement Planning, Tax Planning, Retirement, Investing, Insurance Glenn Brown 6/1/24 PlanDynamic, Your $ Your Independence, Estate Planning, Retirement Planning, Tax Planning, Retirement, Investing, Insurance Glenn Brown 6/1/24

Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.

As Father's Day approaches, it's time to pause and express gratitude for these silent architects of our lives.

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Empower New Graduates with Gifts of Independence
Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your Independence Glenn Brown 5/2/24 Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your Independence Glenn Brown 5/2/24

Empower New Graduates with Gifts of Independence

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

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 Financial Aid Changes To Impact This Fall’s College Applications.
College Planning, Retirement Planning, Your $ Your Independence, Tax Planning Glenn Brown 9/5/23 College Planning, Retirement Planning, Your $ Your Independence, Tax Planning Glenn Brown 9/5/23

Financial Aid Changes To Impact This Fall’s College Applications.

Congress has created the “FAFSA Simplification Act”, which makes the upcoming 2024-2025 college admissions process a complicated mess. 

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Enjoy Every Sandwicher Moment.
Estate Planning, Debt Management, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting Glenn Brown 7/2/23 Estate Planning, Debt Management, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting Glenn Brown 7/2/23

Enjoy Every Sandwicher Moment.

July is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.

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Never ask, “Where do you want to go to college?”
College Planning, Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 9/5/22 College Planning, Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 9/5/22

Never ask, “Where do you want to go to college?”

Take control, don’t be another victim to make your teen happy… spending won’t make them happy.

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Resolutions Gone Bad: Rein In Your New Year.
Debt Management, College Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Retirement, Budgeting Glenn Brown 12/31/21 Debt Management, College Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Retirement, Budgeting Glenn Brown 12/31/21

Resolutions Gone Bad: Rein In Your New Year.

How to make financial resolutions that lead to successful planning outcomes.

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Your Teen Working This Summer? Fund Their Roth IRA.
College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 8/13/21 College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 8/13/21

Your Teen Working This Summer? Fund Their Roth IRA.

Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.

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New Dependent Care FSA Changes Provide Tax Savings
Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 6/2/21 Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 6/2/21

New Dependent Care FSA Changes Provide Tax Savings

A family with childcare in 24% tax bracket may save an extra $1,980 in taxes due to new legislation, but must act now.

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945 Concord Street
Framingham, MA 01701
508.834.7733

ABOUT

PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary. A personal Certified Financial Planner™ leverages interactive technology and dynamically managed portfolios to help clients with planning and investing, so they can balance kids, aging parents and financial independence. 

Founder Glenn Brown is a member of:

 
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