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Emotional Side of Retirement

There’s a children’s book called, “Stan the Hot Dog Man.”(1)  It’s about a man who works at a bakery for his entire life. When it comes time to celebrate his retirement, he doesn’t wonder what he will do next because he already has a plan. He buys a hot dog truck and...

Money Smart Week

Founding Partner, Don Hannahs, and Associate Planner, Marshall Segars, are taking part in the City of Norfolk’s Money Smart Week April 21 to 28 by hosting several free seminars focused on helping consumers learn how to better manage their private assets. Read the full...

Required Minimum Distributions (RMDs)

“What now?”  Eight Ways to Handle Income from Required Minimum Distributions The other day, a client said to me, “When I opened my IRA, I remember you saying something about RMDs, but when I heard age 70 ½, I tuned out the rest. Well, 70 snuck up on me and...

2018 Five Star Award Winners

Planning Solutions Group is proud to announce that we have nine planners who are recipients of the 2018 Five Star Wealth Manager Award, as seen in the February issue of Baltimore Magazine.  We have several multi-year recipients, but also two advisors who are receiving...