Skip to content
Plan Ahead Financial Management, Inc.
  • Home
  • Our Services
    • Plan Ahead Spending®
  • About Us
  • Check My Account
  • Contact Us
    • Disclosures
  • Blog

How to Control Spending

Paul Schnitman

One Reason People Cannot Control Spending The younger generation (younger than 40 years old) use debit cards for everything, even paying for just a pack of gum at a convenience […]

 Personal Finance

Medicare Supplement: Switching Isn’t Easy

Paul Schnitman

Did You Know You May Not Be Able To Easily Switch Your Medicare Supplement? I am not a Medicare Supplement expert, but I’m well on my way.  Over the years […]

 Personal Finance

Understanding the FDIC Account Insurance Program

Kyle Schnitman

Understanding the FDIC Account Insurance Program Do you really understand how the government (FDIC) insures your bank accounts?  Bank account insurance provided by the government is also known as the […]

 Personal Finance

How to Avoid Credit Card Theft

Kyle Schnitman

How to Avoid Credit Card Theft Most people I know use their credit card or debit card for every purchase of any kind. Some do this for the airline miles, […]

 Personal Finance

Social Security: When to Apply

Paul Schnitman

When Should You Apply for Social Security? More and more of my friends and clients are reaching “retirement age” for Social Security. The question is whether you should apply for […]

 Retirement

The Texas Transfer on Death Deed

Paul Schnitman

You should be interested in this if you own real estate and you either prefer not to probate your Will or you do not have a Will. Disclaimer: I am […]

 Personal Finance

Reduce Your Electric Costs

Paul Schnitman

This article should be important to you if you want to reduce your electric bill. In Texas, we have the right to choose which electric provider we use, unless you […]

 Personal Finance

Review Your Life Insurance

Paul Schnitman

The reason this blog should be important to you is that your life insurance program could be a mess and/or you are paying too much into it, and you might […]

 Personal Finance

Would You Go To A Private Pay Doctor?

Paul Schnitman

One of our local physicians has joined MDVip which is a physician “concierge” company.  They charge an annual fee ($1650) per person for the privilege to be his patient.  You […]

 Personal Finance

Does Your Health Insurance Cover Air Ambulances or Air Transport?

Paul Schnitman

I recently looked at my Blue Cross Blue Shield policy under “Ground and Air Ambulance Services” section and we are covered up to $1500 per year per person.  My policy […]

 Personal Finance

Posts navigation

← Older posts
Newer posts →

Recent Posts

  • Get Your Affairs in Order
  • What if your Fixed Expenses were on Autopilot?
  • Plan Ahead Spending®
  • Are Your Finances a Burden?
  • How People Manage Their Finances

Categories

  • » Retirement
  • » Personal Finance

About Us

Plan Ahead Financial Management, Inc. (formerly Plan Ahead, Inc.) is a fee-only Registered Investment Advisor based in Abilene, Texas which provides discretionary asset management for its clients as well as unique cash flow management services. We built our firm to help our clients manage their finances in such a way as to build and preserve wealth. We are very passionate about helping people get their finances in good shape, save money, and formulate plans to reach their goals.

We pride ourselves on being willing to think outside the box by searching for investments beyond just stocks and bonds, such as rental properties and options. Our technology solutions set us apart from most advisors. We are capable of operating our business anywhere in the world as long as we have an internet connection.

Latest News

  • Get Your Affairs in Order
  • What if your Fixed Expenses were on Autopilot?
  • Plan Ahead Spending®

Get in Touch

Address: 200 Sayles Blvd, Abilene, TX 79605
Phone: (325) 672-7212
© 2025 Plan Ahead Financial Management, Inc.

Plan Ahead Financial Management Inc. is registered in the state of Texas as a “Registered Investment Advisor”