by Planning Solutions Group | Apr 24, 2018 | Blog
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...
by Jon Giordani | Apr 20, 2018 | Blog, Market Update
Please take a moment to view our latest PSG Market Update (by clicking on image below). We encourage you to contact your PSG advisor with any follow-up questions. Feel free to also share this pertinent information with friends or business associates who may be...
by Peter Smith | Apr 10, 2018 | Blog
How do we get children to use their own resources to “truly fly on their own?” This is an important question, for those who want to keep their kids from “blowing up” their retirement, or for high net worth families who want to develop children that can lead...
by Planning Solutions Group | Apr 3, 2018 | Blog
“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...
by Jon Giordani | Mar 28, 2018 | Blog, Market Insight
Headlines Matter Again for Investors Recall our theme for 2018 has been “Making Volatility Great Again”. The past two months certainly fit the bill. How did we know? It’s not too difficult when 2017 was the least volatile stock market on record. The largest...
by Planning Solutions Group | Mar 27, 2018 | Blog
Let’s face it, there is a lot of confusion surrounding annuities. Whether you’ve read conflicting information in news articles or heard word-of-mouth experiences from family or friends, there are many misconceptions about the varying features and fee structures...
