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Rockstar

The end of the quarter brings the awarding of the PSG Rockstar award.  This quarter it went to Laura Sokolowski from our Investment Operations Department.  Congratulations Laura!  Thank you for all you do for PSG! The award was created to recognize one of our team...

Time to Evaluate Your Current Estate Plan?

Properly planning your estate can save your family unneeded grief and stress while at the same time reducing or even eliminating the taxes on their inheritance. I would like to call your attention to some important legislation currently on the table that could...

Getting Close to Your 65th Birthday?!

There are many decisions to make when you approach age 65; When should I retire?  How do I plan for my retirement income?  And, most importantly, Medicare, your healthcare coverages! We recognize that all our clients approaching 65 and retirement need competent advice...

PSG Rockstar

Planning Solutions Group has created an award to recognize one of our team members for going above and beyond the call of duty. Each quarter PSG will recognize Staff members who go above and beyond to help their colleagues and or PSG clients – independent of their...

Rockstar

Planning Solutions Group has created an award to recognize one of our team members for going above and beyond the call of duty. Each quarter PSG will recognize Staff members who go above and beyond to help their colleagues and or PSG clients – independent of their...