by Planning Solutions Group | Apr 23, 2019 | Blog, Financial Planning
When Americans save, they often do so without a specific plan in mind. Sometimes saving is an afterthought – something that is done after all the bills are paid and extra income is enjoyed for current needs and wants. But the future is calling, and it’s begging you to...
by Jon Giordani | Apr 15, 2019 | Blog, Investments, Market Insight
JP MORGAN STUDY ON DECEMBERS SELL-OFF One of our key market themes remains “Rise of the Machines/Computers Gone Mad.” Market moves to the downside when they occur will be amplified, gut-wrenching and leave us scratching our heads as to what happened (think December of...
by Planning Solutions Group | Apr 9, 2019 | Blog, College Saving
“Don’t Blink – they grow up fast!” This may be the most cliché sentiment you’ll hear as a parent, but truer words were never spoken. I remember making the smart decision to set up a 529 College Savings Plan for my first-born when she was only a few months old. I had...
by Planning Solutions Group | Apr 2, 2019 | Blog, Estate Planning, Insurance
Did somebody say, “Audit”? During tax season!!!? Don’t let the word scare you – remember that an audit of your own financial situation is highly recommended on a periodic basis. Most of the time, when we think of a financial review (or audit), we overlook one...
by Planning Solutions Group | Mar 26, 2019 | Blog, Estate Planning, Financial Planning, Wealth Management
During tax season, it’s time to take stock of your investment accounts and consider how you can make improvements to your portfolio. When was the last time you thought about your long-term goals and updated your advisors about your plans? What changes have happened in...
by Peter Smith | Mar 19, 2019 | Blog, College Saving
Student loan debt is now the second highest consumer debt category in the United States only behind mortgage debt, but higher than both credit cards and auto loans. The number in the US is $1.5 trillion, not a small number. But, consider the emotional toll for...
