Article Archives - PlumTree Financial

Category: Article

May 1, 2020May 5, 2020

It’s understandable to have concerns about market volatility and its effect on your portfolio. The situation in the markets is certainly d

April 15, 2020April 15, 2020

PlumTree Financial Planning was designed to provide a different type of financial plan. We specialize in helping young professionals and the

April 10, 2020April 15, 2020

My neighbors split many of their household responsibilities between the two of them - probably according to their likes and dislikes.

April 5, 2020April 15, 2020

Markets are in turmoil, should you get out (or get in)? When the financial markets are in turmoil and account balances start to fall, there

March 31, 2020April 15, 2020

Some of our clients find that their hands seem to be tied when it comes to saving for retirement.

November 12, 2019

The client asked me: How do I know that you are working in my best interest? If you charge a flat fee instead of a percent of my assets, how

October 31, 2019November 12, 2019

Disability insurance pays some or all of your salary if you become disabled and are unable to work at your job.

September 30, 2019November 12, 2019

The College Investor's Definitive Guide to Student Loan Debt is out and it's amazing.

August 31, 2019November 12, 2019

529 Plans are available to everyone, there are no income limits, although gifting rules apply to the amount you can invest each year.

July 25, 2019

You’ve packed all of the items that were on the list from Bed Bath & Beyond, but, did you think about these scenarios? You call th