 7.14.2020.PNG)
The PLANit Group, LLC
4900 N Scottsdale Rd, Ste 4000
Scottsdale,
AZ
85251
Phone:
- 480-638-2140
Fax:
- 480-638-2200
Wealth Management
Get information about the custom portfolio options we provide to meet your savings, investment, and budget needs.
Wealth ManagementFinancial Planning
Discover how we can help you successfully reach your desired goals with our Financial Planning services.
Financial PlanningRisk Management
Explore the personal and business options we provide to fit your needs.
Risk ManagementNewsletters
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.