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The PLANit Group, LLC

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4900 N Scottsdale Rd
Suite 4000 Scottsdale, AZ 85251
  • Phone:
    480-638-2140
  • Fax:
    480-638-2200
  • E-mail address: SDespres@FinancialGuide.com
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  • 40% of U.S. workers have saved less than $25,000 for retirement.* -- *2019 Retirement Confidence Survey, EBRI
  • Only 42% of Americans know how much money to save for retirement.* -- *2019 Retirement Confidence Survey EBRI
  • 43% of retirees left the workforce earlier than planned.* -- *2019 Retirement Confidence Survey EBRI


Newsletters

  • What’s New for 2025?

    This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.

  • Traditional or Roth Contributions? Think It Through for Future You

    When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.

  • HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

    This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.

  • A Pension Strategy That May Boost Your Income

    A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators »

Contact Us

4900 N Scottsdale Rd
Suite 4000 Scottsdale, AZ 85251
  • Phone:
    480-638-2140
  • Fax:
    480-638-2200
  • E-mail address: SDespres@FinancialGuide.com
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Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. 4900 N Scottsdale Rd, Suite 4000, Scottsdale, AZ 85251. 480-638-2100. The PLANit Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202511-2998524

 

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