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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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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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Empower New Graduates with Gifts of Independence
Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your Independence Glenn Brown 5/2/24 Budgeting, Debt Management, Investing, Retirement Planning, Your $ Your Independence Glenn Brown 5/2/24

Empower New Graduates with Gifts of Independence

While cash or gift cards are always appreciated, consider something with lasting value that can help launch college and high school graduates towards financial independence.

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Never ask, “Where do you want to go to college?”
College Planning, Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 9/5/22 College Planning, Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 9/5/22

Never ask, “Where do you want to go to college?”

Take control, don’t be another victim to make your teen happy… spending won’t make them happy.

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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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Book Travel Now - Time for Experience Spending
Budgeting, Your $ Your Independence Glenn Brown 3/6/22 Budgeting, Your $ Your Independence Glenn Brown 3/6/22

Book Travel Now - Time for Experience Spending

My PSA for those adhering to a financial plan: Book your travel now.

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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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New Dependent Care FSA Changes Provide Tax Savings
Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 6/2/21 Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 6/2/21

New Dependent Care FSA Changes Provide Tax Savings

A family with childcare in 24% tax bracket may save an extra $1,980 in taxes due to new legislation, but must act now.

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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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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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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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Selecting Colleges: Lead, Don’t Be Led
College Planning, Retirement Planning, Your $ Your Independence Glenn Brown 8/1/19 College Planning, Retirement Planning, Your $ Your Independence Glenn Brown 8/1/19

Selecting Colleges: Lead, Don’t Be Led

“We’ll find a way” means debt, poor ROI and impaired retirement.

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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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