The PLANit Group

Newsletters

Money Market Funds in a Low Rate Environment

Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
Consider a Roth Conversion for Tax-Free Income

Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Don’t Let a Disaster Keep the Lights Off Forever

As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
Accumulating Funds for Short-Term Goals

Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Car Affordability

How much can you afford to pay for a car?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.