A Very Quick Note, Oct 4 2021

Clients of Financial Planning Associates, Inc., your 3rd quarter investment management reports are posted to…

Risk Tolerance, Inflation, DARPA & AI.

What is your risk tolerance? During the financial planning process we ask questions about –…

Good News, and Bad News.

The good news: The recently reported problem with Morningstar client web portal uploads has been…

Another Good Quarter and HSA Info.

Second quarter investment management reports are now posted. It was a very good quarter for…

Technology…is great when it works.

A recent upgrade to our Morningstar Office application has caused some client portal documents to…

Just One Very Quick Note.

Our clients’ 1st quarter investment reports have been posted. Calendar quarter reports are posted under…

IM Fees Reduced Again! And More!

“Actuaries are now projecting people entering the workforce could live 125 years…some demographers say the baby who will live to 200 years old is already born”. With increased longevity the need for planning – early and often – is vital.

A Quick Warning!

There is wonderful news this morning that an effective COVID-19 vaccine may be available early…

Quick Note Regarding RMDs

RMDs waived for traditional IRA owners.