by Bill Bruns | Jul 25, 2017 | Blog
August 1st – 7th is National Simplify Your Life Week Just as Spring can be a great time for cleaning and decluttering, late Summer can be ideal to sit back and evaluate ways to simplify your life. It is a time when many relax on vacation and wonder what they can...
by Steve Stern | Jul 18, 2017 | Blog
If you are an employee, you have come to expect health insurance and a way to save for retirement through your employer plan. Large fortune 500 companies are more likely to offer these programs than a local small business. While employees have access to benefits that...
by Peter Smith | Jul 11, 2017 | Blog
Is your family like the ostrich with its “hand in the sand” when it comes to passing your estate to the next generation? I am afraid so when you consider the following statistics: 75% of affluent families say it’s important to leave an inheritance to the next...
by Planning Solutions Group | Jun 27, 2017 | Blog
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...
by Robert Carson | Jun 22, 2017 | Blog, Happenings
We are pleased to announce Planning Solutions Group, LLC has been named to the 2017 Financial Times 300 Top Registered Investment Advisors list. This is an independent list consisting of independent RIA firms from across the U.S. with a minimum of $300 million in...
by Steve Stern | Jun 20, 2017 | Blog
Berger is our 2.5 year old rescue dog. We think he might be an Australian Kelpie Cattle Dog from the streets of West Virginia. When we first brought him home from the shelter last August he wouldn’t stop shaking in fear. It took him at least 6 months to finally come...
