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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
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  • Economics 101
  • Estate Planning
  • Insurance
  • Investing
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  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
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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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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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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 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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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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