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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
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  • 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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“Hey, I showed this last year, do something!”, Sincerely Your Tax Returns.
Retirement Planning, Your $ Your Independence, Work Benefits, Tax Planning, Retirement Glenn Brown 5/2/23 Retirement Planning, Your $ Your Independence, Work Benefits, Tax Planning, Retirement Glenn Brown 5/2/23

“Hey, I showed this last year, do something!”, Sincerely Your Tax Returns.

Now that you’ve had some time apart, it’s time to have an honest with your taxes.

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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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