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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

  • Two Tax-Friendly Retirement Plans for the Self-Employed

    Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.

  • Home Energy Rebates Could Save You Money

    The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.

  • HOT TOPIC: Data for Sale: Tips to Help Protect Your Private Information

    Recent action by the Federal Trade Commission highlights the potential for abuse by online data brokers. This article offers some tips that might help consumers keep their private data private.

  • Equity REITs: Is There Room for Real Estate in Your Portfolio?

    This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

More Newsletters »

Calculators

  • Estate Taxes

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

  • 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.

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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