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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
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  • PlanDynamic
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  • Retirement Planning
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  • Your $ Your Independence
 
 
 
 
 
 
 
 
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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 April Brings Spring, Baseball and Taxe… Squirrel!
Budgeting, Investing, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 4/2/22 Budgeting, Investing, Retirement, Retirement Planning, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 4/2/22

April Brings Spring, Baseball and Taxe… Squirrel!

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

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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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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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To Convert or Not To Convert: Taxation Is The Question
Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 9/2/20 Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 9/2/20

To Convert or Not To Convert: Taxation Is The Question

Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.

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Tax Planning Today for Tomorrow's Retirement Income
Estate Planning, Retirement, Retirement Planning, Tax Planning, Insurance Glenn Brown 1/14/19 Estate Planning, Retirement, Retirement Planning, Tax Planning, Insurance Glenn Brown 1/14/19

Tax Planning Today for Tomorrow's Retirement Income

It’s great that you’re saving for retirement. Are you also tax planning on your income in retirement? Here’s things to consider today.

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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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