The PLANit Group

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Following the Inflation Debate

See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
HOT TOPIC: Hostage Data: Ransomware and Protecting Your Digital Information

This article provides an overview of high-profile ransomware attacks and offers tips to help consumers protect their own data.
Four Things Investors Should Know About Stock Splits

If you’ve wondered what stock splits are and what effect they might have on your investment portfolio, this article covers the basics.
How Well Do You Understand Retirement Plan Rules?

From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Required Minimum Distributions

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

Determine whether you should consider refinancing your mortgage.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.