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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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Open Enrollment: Medical Plans & Health Savings Accounts (HSA)
Budgeting, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 10/4/24 Budgeting, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 10/4/24

Open Enrollment: Medical Plans & Health Savings Accounts (HSA)

Open enrollment can be perplexing for many is analyzing High Deductible Health Plans (HDHP) and their tax savings counterpart, Health Savings Accounts (HSAs).

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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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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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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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Closing Time for 2020
Budgeting, Investing, Tax Planning, Your $ Your Independence, Retirement Planning, Retirement Glenn Brown 12/1/20 Budgeting, Investing, Tax Planning, Your $ Your Independence, Retirement Planning, Retirement Glenn Brown 12/1/20

Closing Time for 2020

There are investing, tax planning, and retirement planning opportunities to be had before year-end.

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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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 Work Benefits: Enroll Into Your HSA
Your $ Your Independence, Work Benefits, Tax Planning, Retirement, Budgeting Glenn Brown 10/2/19 Your $ Your Independence, Work Benefits, Tax Planning, Retirement, Budgeting Glenn Brown 10/2/19

Work Benefits: Enroll Into Your HSA

Be healthy, wealthy and wise… fund your HSA.

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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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HSA & HDHP - Alphabet Soup of Work Benefits
Your $ Your Independence, Work Benefits, Tax Planning, Small Business, Retirement Planning, Budgeting Glenn Brown 11/16/18 Your $ Your Independence, Work Benefits, Tax Planning, Small Business, Retirement Planning, Budgeting Glenn Brown 11/16/18

HSA & HDHP - Alphabet Soup of Work Benefits

Work benefits are complicated, including High Deductible Health Plans (HDHP). Health Savings Accounts (HSA) can be utilized to your advantage for savings and tax planning.

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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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