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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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 Work Benefits: Enroll Into Your HSA
Your $ Your Independence, Work Benefits, Tax Planning, Retirement, Budgeting Glenn Brown 10/2/19 Your $ Your Independence, Work Benefits, Tax Planning, Retirement, Budgeting Glenn Brown 10/2/19

Work Benefits: Enroll Into Your HSA

Be healthy, wealthy and wise… fund your HSA.

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Are you a Sandwicher? Embrace it!
Budgeting, Estate Planning, Insurance, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence, College Planning Glenn Brown 7/1/19 Budgeting, Estate Planning, Insurance, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence, College Planning Glenn Brown 7/1/19

Are you a Sandwicher? Embrace it!

In planning for 3 generations, ways to embrace communication and change.

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Lists for sun, fun and rainy day funds.
Budgeting, Investing, College Planning, Retirement, Retirement Planning, Your $ Your Independence Glenn Brown 5/31/19 Budgeting, Investing, College Planning, Retirement, Retirement Planning, Your $ Your Independence Glenn Brown 5/31/19

Lists for sun, fun and rainy day funds.

Define your needs, seeds, wants and “what was I thinking?!”.

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Dividends: Evolve Beyond Yield
Investing, Retirement, Retirement Planning, Your $ Your Independence Glenn Brown 1/31/19 Investing, Retirement, Retirement Planning, Your $ Your Independence Glenn Brown 1/31/19

Dividends: Evolve Beyond Yield

Temptation of high-yield dividend stocks can lead to denials like “As long as I get my dividends, I don’t care about share price”. You should and here’s why.

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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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Making a List, Checking It Twice?
Retirement, Tax Planning, Retirement Planning, Your $ Your Independence, Investing Glenn Brown 12/4/18 Retirement, Tax Planning, Retirement Planning, Your $ Your Independence, Investing Glenn Brown 12/4/18

Making a List, Checking It Twice?

Don’t let these year-end opportunities pass, be proactive with your to-do list.

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HOME I FEE-ONLY FIDUCIARY DISCLOSURES FORM ADV TABLE OF FEE SERVICES  CONTACT

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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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