by Brian Kuhn | Jan 17, 2017 | Blog, Estate Planning, Retirement Planning, Risk Management, Wealth Management
Having student loan debt can seem overwhelming. The balances are large, the interest rates are not always low and the time frames feel endless. What may be most disheartening to student loan borrowers, is unlike other types of loans based on tangible assets like cars...
by Donald Hannahs | Dec 19, 2016 | Blog, IRS, Wealth Management
The Social Security wage base will be increased to $127,200 in 2017. This is a $8,700 increase over the current wage base. The Social Security tax of 6.2% and the Medicare tax of 1.45% will be applied to compensation up to those levels and paid by each employee. ...
by Brian Kuhn | Dec 13, 2016 | Blog, Estate Planning, Retirement Planning, Wealth Management
College costs are a problem. It is a trillion dollar problem delaying the retirement of the parents and stunting the career growth of the students. Everybody knows it and it’s not going away any time soon. Total student loan debt is now over $1.3 Trillion as of June...
by Donald Hannahs | Nov 28, 2016 | Blog, Estate Planning, Retirement Planning, Wealth Management
Yes. Many business owners don’t allocate the time or financial resources to undertake local community outreach and charitable projects. Here are some of the reasons that a corporate-wide program to support local projects and nonprofits should be considered a priority...
by Planning Solutions Group | Jun 20, 2016 | Blog, Insurance, Retirement Planning, Wealth Management
Now that you’ve been introduced to the PSG Dashboard and you are using it to track and manage your accounts, the next step is to meet with your Advisor at Planning Solutions Group to update or create your financial plan. We will identify your goals and objectives,...
by Jon Giordani | May 26, 2016 | Blog, Market Update, Risk Management, Wealth Management
I was stunned as I left my recent meeting with Natixis Global Asset Management, an investment firm that oversees more than $800 billion globally. Yes, the last 18 months have been frustrating for investors as markets have whipsawed up and down. However, this nor their...
