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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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Homebuying in March: A Smart Time to Make Your Move?
Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 3/3/25 Budgeting, Debt Management, Investing, Your $ Your Independence Glenn Brown 3/3/25

Homebuying in March: A Smart Time to Make Your Move?

March signals the beginning of homebuying season, but before scrolling Zillow, open houses, and finding a real estate agent, let’s discuss things you need to implement.

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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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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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