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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
 
 

Insights.

 
 
 
 
 
 
 
 
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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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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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Secure Act 2: Electric Boogaloo?
Your $ Your Independence, Work Benefits, Tax Planning, Retirement Planning, Retirement, Investing, Debt Management Glenn Brown 2/2/23 Your $ Your Independence, Work Benefits, Tax Planning, Retirement Planning, Retirement, Investing, Debt Management Glenn Brown 2/2/23

Secure Act 2: Electric Boogaloo?

Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.

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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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Enjoy Every Sandwicher Moment.
Estate Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting, College Planning Glenn Brown 7/2/22 Estate Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting, College Planning Glenn Brown 7/2/22

Enjoy Every Sandwicher Moment.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

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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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Your HS Junior know EFC, NPC or Merit? They should.
College Planning, Debt Management, Your $ Your Independence Glenn Brown 11/2/20 College Planning, Debt Management, Your $ Your Independence Glenn Brown 11/2/20

Your HS Junior know EFC, NPC or Merit? They should.

College Planning is more than 529s and student loans, focus on how to take less of each.

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Would’ve, Could’ve, Should’ve… But Did You?
Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20 Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20

Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.  

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Proactive Planning and Health Remain Critical
Budgeting, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 5/29/20 Budgeting, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 5/29/20

Proactive Planning and Health Remain Critical

Putting off your health or planning over fear isn’t the “new normal”.

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Ch-Ch-Changes - Turn And Face The Strange
Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 4/30/20 Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 4/30/20

Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines. 

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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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