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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
  • Philanthropy
  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
Mastering the College Admissions Process
Budgeting, College Planning, Debt Management, Your $ Your Independence Glenn Brown 9/5/24 Budgeting, College Planning, Debt Management, Your $ Your Independence Glenn Brown 9/5/24

Mastering the College Admissions Process

Understanding nuances of early action and early decision, exploring merit-based aid, and utilizing 529 plans and loans effectively can impact you and your stressed college-bound teen's journey.

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Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs
College Planning, Retirement Planning, Your $ Your Independence, Retirement, Investing Glenn Brown 8/2/24 College Planning, Retirement Planning, Your $ Your Independence, Retirement, Investing Glenn Brown 8/2/24

Teaching Kids Financial Responsibility: Summer Jobs and Roth IRAs

You can open a Roth IRA for your child to evolve their financial knowledge while helping invest for retirement, a first house and/or qualified educational expenses.

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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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Your Teen Working This Summer? Fund Their Roth IRA.
College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 8/13/21 College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 8/13/21

Your Teen Working This Summer? Fund Their Roth IRA.

Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.

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Your HS Junior know EFC, NPC or Merit? They should.
College Planning, Debt Management, Your $ Your Independence Glenn Brown 11/2/20 College Planning, Debt Management, Your $ Your Independence Glenn Brown 11/2/20

Your HS Junior know EFC, NPC or Merit? They should.

College Planning is more than 529s and student loans, focus on how to take less of each.

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Experience Your Spending
Budgeting, Investing, Retirement, Retirement Planning, Your $ Your Independence Glenn Brown 8/18/20 Budgeting, Investing, Retirement, Retirement Planning, Your $ Your Independence Glenn Brown 8/18/20

Experience Your Spending

Use money as a tool, over time you’ve viewed as the sum of their experiences.

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The SECURE Act: Congress spins “Taxman” for next generation
Estate Planning, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 2/6/20 Estate Planning, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 2/6/20

The SECURE Act: Congress spins “Taxman” for next generation

New 10-Year Rule eliminates waiting for taxes and forces assets out of Roth IRAs.

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Teaching Your Kids About Money
Budgeting, College Planning, Philanthropy Glenn Brown 3/1/19 Budgeting, College Planning, Philanthropy Glenn Brown 3/1/19

Teaching Your Kids About Money

Fun ways to embrace budgeting, power of saving & philanthropy.

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Estate Planning: Evolve Beyond “Death & Taxes”
College Planning, Tax Planning, Estate Planning Glenn Brown 6/29/18 College Planning, Tax Planning, Estate Planning Glenn Brown 6/29/18

Estate Planning: Evolve Beyond “Death & Taxes”

Couples in their 30’s and 40’s with young families often view estate planning as “death & taxes” and think to do it when their old, like their parents age. Big mistake.

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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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