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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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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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 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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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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Book Travel Now - Time for Experience Spending
Budgeting, Your $ Your Independence Glenn Brown 3/6/22 Budgeting, Your $ Your Independence Glenn Brown 3/6/22

Book Travel Now - Time for Experience Spending

My PSA for those adhering to a financial plan: Book your travel now.

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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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Zoom Your Estate Planning
Estate Planning, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 3/3/21 Estate Planning, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 3/3/21

Zoom Your Estate Planning

Technology and legislation are removing procrastination from developing your holistic estate plan.



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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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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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Selecting Colleges: Lead, Don’t Be Led
College Planning, Retirement Planning, Your $ Your Independence Glenn Brown 8/1/19 College Planning, Retirement Planning, Your $ Your Independence Glenn Brown 8/1/19

Selecting Colleges: Lead, Don’t Be Led

“We’ll find a way” means debt, poor ROI and impaired retirement.

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Are you a Sandwicher? Embrace it!
Budgeting, Estate Planning, Insurance, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence, College Planning Glenn Brown 7/1/19 Budgeting, Estate Planning, Insurance, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence, College Planning Glenn Brown 7/1/19

Are you a Sandwicher? Embrace it!

In planning for 3 generations, ways to embrace communication and change.

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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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