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 | Feb 5, 2019 | Blog, Charitable Giving, Estate Planning, IRS, Social Security
Think Like a Billionaire: For most taxpayers, exceeding the new standard deduction of a $12,200 for individuals and $24,400 for married couples while the state and local tax deduction is limited to $10,000, will be difficult unless we look at charitable deductions...
by Planning Solutions Group | Dec 11, 2018 | Blog, Estate Planning, Financial Planning, Insurance, Investments, Retirement Planning, Risk Management, Wealth Management
A Holistic Approach Logging into your financial accounts, you can easily see the numbers in black (and red) and the summary of your hard-earned assets. But it’s not just dollars and cents that make up your financial plan. When people think of financial planning, they...
by Peter Smith | Nov 13, 2018 | Blog, Estate Planning, Financial Planning
If You Die Today? If you die today, can your spouse manage your financial affairs? Actuary tables say that most likely the first person to die will be the male. So, is your wife prepared to take this on? If you are in a same-sex marriage, this is also a legitimate...
by Planning Solutions Group | Aug 9, 2018 | Blog, Estate Planning, Financial Planning, FInancial Wellness, Insurance, Investments, Retirement Planning, Risk Management, Wealth Management
EIGHT WAYS TO CHECK YOUR FINANCIAL WELLNESS When you think of “Financial Wellness,” what immediately comes to mind? While it may be as simple as making sure you can pay your bills, there are many avenues you must explore to ensure your current and future financial...
