Ten Years Gone: People Evolve, Plans Should Too.

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.

PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, BudgetingGlenn BrownJanuary 7, 2020Aging Parents, Sandwichers, Tax Planning, family, Savings, HSA, RSUs, Financial Independence, Financial Planning, Student Loans, 40's, 401(k), Work Benefits, Pension, Life Insurance, Cash Flows, Budget, Roth IRA, Roth Conversion, PMI, House, Student Debt, Newborn, 529 Plan, FSA Dependent Care, Refinancing, Mortgage, ESPP, Estate Planning, POAs, guardians, Guardianship, Long-Term Care, Elder Care Law, Raising Kids, Multi-Generational Planning, Best Practice, Debt Management, children, Caring for aging parents, Employee Benefits, FSA, Focus on your why, Fee-Only Fiduciary, grandchildren, Health Savings Accounts, IRAs, Investing, Kids, Local Town Pages, Health Plans, Medicare, Small Business Owners, Portfolios, Priorities, Retirement, Your Money Your Independence, Year-End

Roth Conversion: Wrap Up Your Tax Year

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

Tax Loss Harvesting: Be Thankful & Mindful

Balance portions and portfolios to enjoy tax-time desserts.

Investing, Retirement Planning, Your $ Your Independence, Tax PlanningGlenn BrownNovember 5, 2019Tax-Loss Harvesting, Tax Planning, Investing, Investment Management, Rebalancing, Portfolios, Best Practice, Financial Planning, Wash Sale, Capital Gains, Asset Allocation, Your Money Your Independence, Year-End

Work Benefits: Enroll Into Your HSA

Be healthy, wealthy and wise… fund your HSA.

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

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

Selecting Colleges: Lead, Don’t Be Led

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

College Planning, Retirement Planning, Your $ Your IndependenceGlenn BrownAugust 1, 2019Best Practice, College Planning, children, Education, Financial Planning, Financial Aid, FAFSA, EFC, College, Net Price Calculators, 529, NPC, Teenager, ROI, Tuition

Are you a Sandwicher? Embrace it!

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

Lists for sun, fun and rainy day funds.

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

Guard(ian) Your Blindside

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

Estate Planning, Insurance, Your $ Your Independence, College PlanningGlenn BrownApril 30, 2019Estate Planning, Kids, guardians, grandchildren, Life Insurance, attorney, David Feakes, Financial Planning, inheritance

Teenager + Earned Income = Roth IRA

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

College Planning, Retirement Planning, Tax Planning, Your $ Your IndependenceGlenn BrownApril 1, 2019IRAs, Roth IRA, Kids, Investing, Financial Planning, College Planning, Financial Aid, tax planning, Gifting

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.

Investing, Retirement, Retirement Planning, Your $ Your IndependenceGlenn BrownJanuary 31, 2019Dividends, Income Streams, Dividend Growth, Investing, Investment Management, Financial Planning, Savings, Best Practice, Local Town Pages, Retirement, Total Return, Trusts, Yields

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?

Your $ Your Independence, Investing, Retirement Planning, Tax Planning, BudgetingGlenn BrownJanuary 1, 2019tax planning, Investing, Economy, Financial Independence, Best Practice, Your Money Your Independence, Markets, Economics

Making a List, Checking It Twice?

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

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.