The PLANit Group

Newsletters

Classifying Workers: Know the Rules and Risks

This article explores the complex web of federal and state tax and employment laws that determine how businesses must classify workers.
What Is Cyber Insurance, and Do You Need It?

Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
Three Generations of Retirement Strategies

Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
Consider Market Caps for Diversification

2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Lease Payment

How much would your monthly lease payment be?
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
Net Worth

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