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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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  • Retirement Planning
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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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Secure Act 2: Electric Boogaloo?
Your $ Your Independence, Work Benefits, Tax Planning, Retirement Planning, Retirement, Investing, Debt Management Glenn Brown 2/2/23 Your $ Your Independence, Work Benefits, Tax Planning, Retirement Planning, Retirement, Investing, Debt Management Glenn Brown 2/2/23

Secure Act 2: Electric Boogaloo?

Sequels aren’t always a good thing, yet Congress has brought Secure Act 2 - reviewing the good, bad, and breakin’ star.

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Zoom Your Estate Planning
Estate Planning, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 3/3/21 Estate Planning, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 3/3/21

Zoom Your Estate Planning

Technology and legislation are removing procrastination from developing your holistic estate plan.



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Grandparents: Stretching Is Good For Health, What About Your IRA?
Estate Planning, College Planning, Retirement Planning, Tax Planning Glenn Brown 6/14/18 Estate Planning, College Planning, Retirement Planning, Tax Planning Glenn Brown 6/14/18

Grandparents: Stretching Is Good For Health, What About Your IRA?

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.

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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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