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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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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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Outlooks for 2019, Do They Matter?
Your $ Your Independence, Investing, Retirement Planning, Tax Planning, Budgeting Glenn Brown 1/1/19 Your $ Your Independence, Investing, Retirement Planning, Tax Planning, Budgeting Glenn Brown 1/1/19

Outlooks for 2019, Do They Matter?

New year, new positioning. The investment community loves annual outlooks. Do you act or let them become part of your past, like Sears Wish Books?

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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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HSA & HDHP - Alphabet Soup of Work Benefits
Your $ Your Independence, Work Benefits, Tax Planning, Small Business, Retirement Planning, Budgeting Glenn Brown 11/16/18 Your $ Your Independence, Work Benefits, Tax Planning, Small Business, Retirement Planning, Budgeting Glenn Brown 11/16/18

HSA & HDHP - Alphabet Soup of Work Benefits

Work benefits are complicated, including High Deductible Health Plans (HDHP). Health Savings Accounts (HSA) can be utilized to your advantage for savings and tax planning.

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Bond Yields: Sought By Many, Understood By Few
Investing, Retirement Planning, Tax Planning, Economics 101 Glenn Brown 11/1/18 Investing, Retirement Planning, Tax Planning, Economics 101 Glenn Brown 11/1/18

Bond Yields: Sought By Many, Understood By Few

There’s more to investing in bond funds, ETFs and portfolios than just asking for the yield.

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Determining Your Interests on Interest Rates
Retirement Planning, College Planning, Economics 101 Glenn Brown 8/16/18 Retirement Planning, College Planning, Economics 101 Glenn Brown 8/16/18

Determining Your Interests on Interest Rates

Yes interest rates are rising. Instead of forecasters, focus on how to evaluate the impact to you, your family, business and portfolios in order to seek opportunities and mitigate risks.

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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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Contribution Limits for Tax Year 2018
Retirement Planning Glenn Brown 6/1/18 Retirement Planning Glenn Brown 6/1/18

Contribution Limits for Tax Year 2018

Now is the time to strive for maximum contributions. If you save the average, you'll be the average.

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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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