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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
  • College Planning
  • Debt Management
  • Economics 101
  • Estate Planning
  • Insurance
  • Investing
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  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
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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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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Revisiting - Dividends: Evolve Beyond Yield
Your $ Your Independence, Retirement Planning, Retirement, Investing Glenn Brown 2/1/21 Your $ Your Independence, Retirement Planning, Retirement, Investing Glenn Brown 2/1/21

Revisiting - Dividends: Evolve Beyond Yield

Revisiting the conundrum for income investors in today’s low-interest rate environment.

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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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Be Proactive and Less Reactive
Budgeting, Your $ Your Independence, Tax Planning, Retirement, Retirement Planning, Investing Glenn Brown 3/26/20 Budgeting, Your $ Your Independence, Tax Planning, Retirement, Retirement Planning, Investing Glenn Brown 3/26/20

Be Proactive and Less Reactive

Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.

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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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PlanDynamic: A Dynamic Future Requires a Financial Plan
PlanDynamic, Your $ Your Independence Glenn Brown 10/1/18 PlanDynamic, Your $ Your Independence Glenn Brown 10/1/18

PlanDynamic: A Dynamic Future Requires a Financial Plan

By Jane Lebak for Holliston Local Town Pages & Ashland Local Town Pages

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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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