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PlanDynamic ➤ Fee-Only CFP®
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Who We Serve
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Insights
About
Contact
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
 
 
 
 
 
 
 
 
2020 - The Worst Year Ever… Really?
Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, Investing Glenn Brown 1/2/21 Your $ Your Independence, Retirement Planning, Retirement, Debt Management, Estate Planning, Insurance, Budgeting, Tax Planning, Small Business, Investing Glenn Brown 1/2/21

2020 - The Worst Year Ever… Really?

Turn down the hyperbole, 2020 offered great opportunities to refinance, save, invest, WFH, and focus on your why.

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Proactive Planning and Health Remain Critical
Budgeting, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 5/29/20 Budgeting, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 5/29/20

Proactive Planning and Health Remain Critical

Putting off your health or planning over fear isn’t the “new normal”.

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Ch-Ch-Changes - Turn And Face The Strange
Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 4/30/20 Budgeting, College Planning, Investing, Retirement, Retirement Planning, Small Business, Tax Planning, Work Benefits, Your $ Your Independence Glenn Brown 4/30/20

Ch-Ch-Changes - Turn And Face The Strange

CARES Act legislation impacting 2020 tax laws, provisions and deadlines. 

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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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