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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
  • College Planning
  • Debt Management
  • Economics 101
  • Estate Planning
  • Insurance
  • Investing
  • Philanthropy
  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
Roth Conversion: Wrap Up Your Tax Year
Tax Planning, Your $ Your Independence, Retirement Planning, Retirement, Investing Glenn Brown 12/3/19 Tax Planning, Your $ Your Independence, Retirement Planning, Retirement, Investing Glenn Brown 12/3/19

Roth Conversion: Wrap Up Your Tax Year

Pay the IRS a tax for the gift of tax-free retirement growth.

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Tax Loss Harvesting: Be Thankful & Mindful
Investing, Retirement Planning, Your $ Your Independence, Tax Planning Glenn Brown 11/5/19 Investing, Retirement Planning, Your $ Your Independence, Tax Planning Glenn Brown 11/5/19

Tax Loss Harvesting: Be Thankful & Mindful

Balance portions and portfolios to enjoy tax-time desserts.

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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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Tax planning in September? You should and here’s why.
Tax Planning, Work Benefits, Your $ Your Independence, Retirement Planning, Investing Glenn Brown 9/3/19 Tax Planning, Work Benefits, Your $ Your Independence, Retirement Planning, Investing Glenn Brown 9/3/19

Tax planning in September? You should and here’s why.

Now, not December or April, is an opportune time.

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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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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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Guard(ian) Your Blindside
Estate Planning, Insurance, Your $ Your Independence, College Planning Glenn Brown 4/30/19 Estate Planning, Insurance, Your $ Your Independence, College Planning Glenn Brown 4/30/19

Guard(ian) Your Blindside

Who ensures your child’s continued growth? It’s not the insurance.

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Teenager + Earned Income = Roth IRA
College Planning, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 4/1/19 College Planning, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 4/1/19

Teenager + Earned Income = Roth IRA

If your teen made money last year, open a Roth IRA in their name.

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Teaching Your Kids About Money
Budgeting, College Planning, Philanthropy Glenn Brown 3/1/19 Budgeting, College Planning, Philanthropy Glenn Brown 3/1/19

Teaching Your Kids About Money

Fun ways to embrace budgeting, power of saving & philanthropy.

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Glenn talks to BankRate on reversing a troubling debt trend
Budgeting, PlanDynamic Glenn Brown 2/15/19 Budgeting, PlanDynamic Glenn Brown 2/15/19

Glenn talks to BankRate on reversing a troubling debt trend

Bankrate shows a shift from emergency savings and towards credit card debt. I share some thoughts to help jumpstart those wanting to reverse a negative trend.

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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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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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