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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
 
 

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Homebuying in March: A Smart Time to Make Your Move?
Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 3/3/25 Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 3/3/25

Homebuying in March: A Smart Time to Make Your Move?

March signals the beginning of homebuying season, but before scrolling Zillow, open houses, and finding a real estate agent, let’s discuss things you need to implement.

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Ready Homebuyers? The Fed’s New “No Urgency” Mantra Is A Gift.
Budgeting, Debt Management, Economics 101, Your $ Your Independence Glenn Brown 4/23/24 Budgeting, Debt Management, Economics 101, Your $ Your Independence Glenn Brown 4/23/24

Ready Homebuyers? The Fed’s New “No Urgency” Mantra Is A Gift.

If one waits for 5% mortgages, there are considerable opportunity costs. Potential homebuyers should prepare to act by utilizing these tools and best practices.   

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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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Resolutions Gone Bad: Rein In Your New Year.
Debt Management, College Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Retirement, Budgeting Glenn Brown 12/31/21 Debt Management, College Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Retirement, Budgeting Glenn Brown 12/31/21

Resolutions Gone Bad: Rein In Your New Year.

How to make financial resolutions that lead to successful planning outcomes.

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Inflation: Increase assets, borrow, and lock in debits.
Budgeting, Debt Management, Economics 101, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 12/2/21 Budgeting, Debt Management, Economics 101, Investing, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 12/2/21

Inflation: Increase assets, borrow, and lock in debits.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

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Take this job and shove it!? Measure twice, cut once.
Budgeting, Work Benefits, Small Business, Your $ Your Independence, Retirement Planning Glenn Brown 7/2/21 Budgeting, Work Benefits, Small Business, Your $ Your Independence, Retirement Planning Glenn Brown 7/2/21

Take this job and shove it!? Measure twice, cut once.

May be good reasons to change jobs or quit, best to remove emotions and seek validation before resignation.

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2020 - The Worst Year Ever… Really?
Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, Investing Glenn Brown 1/2/21 Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, Investing Glenn Brown 1/2/21

2020 - The Worst Year Ever… Really?

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

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Would’ve, Could’ve, Should’ve… But Did You?
Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20 Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20

Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.  

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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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Ch-Ch-Changes - Turn And Face The Strange
Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 4/30/20 Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 4/30/20

Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines. 

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Be Proactive and Less Reactive
Budgeting, Your $ Your Independence, Tax Planning, Retirement, Retirement Planning, Investing Glenn Brown 3/26/20 Budgeting, Your $ Your Independence, Tax Planning, Retirement, Retirement Planning, Investing Glenn Brown 3/26/20

Be Proactive and Less Reactive

Big picture opportunities for 3 RE’s: Refinance, Rebalance and Reset.

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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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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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