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Blog Archive

3/13/2020 Bull Markets Don’t Die of Old Age
But this one died from a virus. Well, here we are; officially in the throes o More
1/13/2020 The Who – and the Why – of Planning Capital
Recently, we had a new addition to the Planning Capital Management team, Paul Mc More
End of year financial checklist.
10/3/2019 3 Tips to Prep your Finances for the End of the Year
Yes, it’s only October, but that doesn’t mean you shouldn’t be taking some More
5/21/2019 7 Questions to Cover in Your First Meeting with a New Financial Advisor
You may have seen those Schwab commercials that have been running the past few w More
4/6/2019 A Q&A with Dan Brady, the New Planning Capital VP
If you’re familiar with Planning Capital, chances are you’ve worked with or More
7/31/2018 Financial Worries: We All Have Them. How Do We Conquer Them?
post by Rick Bell I wanted to know what people worry about as it pertains to More
4/17/2018 Key Numbers 2018
Tax Reference Numbers at a Glance More
9/9/2016 The Financial Planning Process
Whether you’re looking to design a comprehensive financial plan or focus on on More
8/5/2016 The Future of Social Security
In 1950, America boasted roughly 16 working adults for each retiree. The large p More
Commentary
4/11/2024 Commentary – 2024 2nd Quarter
1/10/2024 Commentary – 2024 1st Quarter
10/13/2023 Commentary – 2023 4th Quarter
7/13/2023 Commentary – 2023 3rd Quarter
4/14/2023 Commentary – 2023 2nd Quarter
1/12/2023 Commentary – 2023 1st Quarter
All Commentary