Financial Independence Planning, LLC

10/06/2026

October is National Financial Planning Month! 📊🍂

Your financial plan should grow and change with your life. This month is a great reminder to check in on your goals, review your strategy, and make sure you’re still on the right track.

Have questions about your financial future? Connect with the Financial Independence Planning team- we’d love to start the conversation.

09/30/2026

Stocks Climb Despite Soaring Yields
Treasury yields shot higher last week. Stocks basically shrugged.

The S&P 500 gained, the Nasdaq hit new highs, and the economic data still looked pretty solid. Consumers are spending, layoffs remain low, and earnings have held up even as inflation and interest rates stay elevated.

Higher yields still matter. But so far, they haven’t been enough to knock stocks off course.

More on what’s holding up and what could change the picture:

The bears had their shot last week, as Treasury yields soared—and at a bad time, too, as the third week of September is historically one of the worst

09/21/2026

On this sacred day of reflection, may Yom Kippur bring peace, forgiveness, renewal, and hope to all who observe. Wishing you and your loved ones a meaningful fast and a year ahead filled with compassion, understanding, and blessings. 🤍

09/12/2026

Wishing a sweet and meaningful Rosh Hashanah to all who celebrate. 🍎🍯

May the new year bring peace, good health, happiness, and countless blessings to you and your loved ones. From all of us at Financial Independence Planning, Shanah Tovah! ✨

09/11/2026

Today, we remember the lives lost on September 11, 2001, honor the heroes who showed extraordinary courage, and hold close the families forever changed by that day.

Twenty-five years later, we continue to remember, reflect, and honor their legacy.

We will never forget.

09/07/2026

Happy Labor Day from all of us at FIP!

Today, we recognize the hard work, dedication, and contributions of workers across the country and celebrate the role they play in strengthening our communities.

In observance of Labor Day, our offices will be closed on Monday, September 7th. We hope you enjoy a safe, relaxing, and well-deserved long weekend with family and friends!

08/19/2026

At first glance, Social Security sounds simple: claim early or wait.

But that one choice can affect your monthly income for the rest of your life. And if you’re married, your decision could affect your spouse’s benefits, too.

Then add taxes, Medicare, longevity, and other sources of retirement income, and there’s a lot more to consider than just picking an age.

See how Social Security may fit into your bigger retirement picture: https://www.myfipadvisor.com/insights/blog/social-security-benefits-whats-your-game-plan/

08/14/2026

⚾ What a night! This past Tuesday, we had an awesome time taking more than 140 clients & their friends and families to the IronPigs game! From the great baseball and ballpark treats to all the laughs and smiling faces, it was an unforgettable evening with an incredible group of people.

We’re so grateful for our amazing client community and loved having the opportunity to make memories together. Thank you to everyone who joined us! 🐷🎉

08/07/2026

Our advising team took their talents to Boston earlier this week for Carson’s Summit! ✈️🏙️

The conference brought together advisors from across the Carson Partners network for a few days of learning, collaboration, and sharing best practices. Our team enjoyed the opportunity to connect with fellow advisors, hear fresh perspectives, and bring home new ideas to help us continue delivering a great experience for the families we serve.

Here's a glimpse into their time there! 📸

08/03/2026

We had a fantastic time heading down the Jersey Shore to host our Shore Cheers & Connections event at Nucky's Speakeasy! 🌊🍹

From delicious food and refreshing drinks to wonderful conversations and new connections, it was an evening full of great company and even better memories. Thank you to everyone who joined us—we always appreciate the opportunity to spend time with our clients and friends outside the office!