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What to do in Light of Equifax Data Breach

In light of the recent Equifax breach, we have compiled a list steps we encourage all of our clients to follow to protect their personal information. Please be aware that due to the high volume of requests at this time, some of the steps below may take longer to...

New Look to PSG Dashboard

On August 22, you may have noticed updates to the PSG Dashboard and your personal financial management site. Life is busy, so we’re making it even easier to see the financial information that’s most important to you. Here’s what’s changing: • A modern and streamlined...

PSG Boat Day

Each Summer Planning Solutions Group hosts several boat days for employees. Bob Carson, Managing Partner, takes the team out to enjoy the Bay, some food, and good times on the water. It is a nice break for everyone to enjoy the sun and comradery. Thank you Bob and PSG...

4 E-mails You Should Never Open

Phishing emails are the #1 way hackers circumvent firewalls, filters and anti-virus software, so it is critical that you know how to spot a threatening e-mail. #1.  The Authority E-mail Phishing e-mails that impersonate your bank, the IRS or some authority figure are...

2017 Connecticut Auto Dealer Symposium

Donald S. Hannahs, a Founding Partner of Planning Solutions Group, LLC, is a featured speaker at the 2017 Connecticut Auto Dealer Symposium & Trade Exhibit.  Held May 18, 2017 in Hartford CT, Don will host one of six workshops.  It will be a day filled with...