by Planning Solutions Group | Sep 15, 2017 | Blog
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...
by Steve Stern | Sep 12, 2017 | Blog
The headline is pretty exciting if you look forward to years of travel, reading, golfing, spending time with children, grandchildren and great grandchildren. Unfortunately, many of us will struggle with wondering, “Can I afford to live to 100?” This blog comes from...
by Brian Kuhn | Sep 5, 2017 | Blog
Before 1996 there wasn’t really an official way for parents and grandparents to save for the next generation’s possible college costs. There wasn’t anything stopping people from saving. There were even accounts created by the IRS code that seemed helpful to use, like...
by Peter Smith | Sep 5, 2017 | Blog
or “Just the Facts, Ma’am” Joe Friday of Dragnet fame from the 1950’s has the misattributed catchphrase “Just the Facts, Ma’am” to his character on that long running show. So, let’s take this approach and consider the following key facts about Long...
by Planning Solutions Group | Aug 23, 2017 | Blog
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...
by Peter Smith | Aug 8, 2017 | Blog
Some musings on terms that seem to be hovering over our national consciousness. Not sure if this is something that pertains to the financial services industry, but maybe it does. Trust is an interesting adjective or quality to describe. Is it a concept we are walking...
