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PlanDynamic ➤ Fee-Only CFP®
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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.

 
 
 
 
 
 
 
 
  • Budgeting
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  • Economics 101
  • Estate Planning
  • Insurance
  • Investing
  • Philanthropy
  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
Eye Opening Costs At Open Enrollment?
Insurance, Budgeting, Investing, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 10/10/22 Insurance, Budgeting, Investing, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 10/10/22

Eye Opening Costs At Open Enrollment?

Over past year, health insurance prices have increased 3X to US inflation. It’s time to fully understand HDHP, HSA and how to do your cost/benefit analysis.


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 Open Enrollment: Benefits to Opt-In for your HSA
Insurance, Retirement Planning, Work Benefits, Your $ Your Independence, Investing, Tax Planning Glenn Brown 10/1/21 Insurance, Retirement Planning, Work Benefits, Your $ Your Independence, Investing, Tax Planning Glenn Brown 10/1/21

Open Enrollment: Benefits to Opt-In for your HSA

HSA can offer “triple tax benefits”: tax-free contributions, tax-free earnings, and tax-free distributions.

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September is the Best Tax Planning Month. Yes, really.
Tax Planning, Retirement Planning, Your $ Your Independence, Work Benefits, Investing, Insurance Glenn Brown 9/1/21 Tax Planning, Retirement Planning, Your $ Your Independence, Work Benefits, Investing, Insurance Glenn Brown 9/1/21

September is the Best Tax Planning Month. Yes, really.

Reconcile tax planning strategies for the current year while positioning for the year ahead.

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Take this job and shove it!? Measure twice, cut once.
Budgeting, Work Benefits, Small Business, Your $ Your Independence, Retirement Planning Glenn Brown 7/2/21 Budgeting, Work Benefits, Small Business, Your $ Your Independence, Retirement Planning Glenn Brown 7/2/21

Take this job and shove it!? Measure twice, cut once.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

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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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Ten Years Gone: People Evolve, Plans Should Too.
PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, Budgeting Glenn Brown 1/7/20 PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, Budgeting Glenn Brown 1/7/20

Ten Years Gone: People Evolve, Plans Should Too.

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.

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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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