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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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  • 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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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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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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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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 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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Tax planning in September? You should and here’s why.
Tax Planning, Work Benefits, Your $ Your Independence, Retirement Planning, Investing Glenn Brown 9/3/19 Tax Planning, Work Benefits, Your $ Your Independence, Retirement Planning, Investing Glenn Brown 9/3/19

Tax planning in September? You should and here’s why.

Now, not December or April, is an opportune time.

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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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Health Savings Accounts: Healthy For You and Your Taxes
Work Benefits Glenn Brown 9/17/18 Work Benefits Glenn Brown 9/17/18

Health Savings Accounts: Healthy For You and Your Taxes

Thinking about your employee benefits? Don’t overlook funding your HSAs and potential triple tax benefits.

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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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