Planned Solutions is an Independent Financial Planning Firm - looking out for our client's best interests. With over 30 years in the financial planning business, we at Planned Solutions will help guide you to a secure financial future. At Planned Solutions, a CERTIFIED FINANCIAL PLANNER™ professional will sit down with you, review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. We are very familiar with the range of options available today – investment opportunities, savings, pension plans and insurance products – and will help you identify which choices are best suited for both you and your family’s goals. Financial planning, retirement planning, investment management, estate planning, insurance analysis, and tax planning and preparation are our specialties. Please give us a call for a complimentary initial consultation, where we will discuss your goals and help design a plan of action.
Last Episode Date: 18 July 2024
Total Episodes: 58
Welcome to the @plannedsolutions Incorporated Podcast. In this episode we discuss how the Social Security system can be very complex. Yet, Social Security often represents a large percentage of the average retiree’s income in retirement. Therefore, it i...
Welcome to the @plannedsolutions Incorporated Podcast. We discuss how when it comes to home improvements there may be some tax implications that homeowners should be aware of. These include the deduction of interest on loans to finance improvements, the need to...
Welcome to the @plannedsolutions Incorporated Podcast. Restricted Stock Units (RSUs) are a common form of employee compensation as stock options and cash bonuses have become less and less common. RSUs can be a great way for an employee to build wealth by sharin...
Welcome to the @plannedsolutions Incorporated Podcast. A new AARP study shows that many people in their 50s believe they will never be able to retire as they struggle to pay for day-to-day living needs, much less save for the long-term. This finding highlights ...
Welcome to the @plannedsolutions Incorporated Podcast. The increase in interest rates over the past several years has created some financial planning opportunities and risks that should be considered. These include the benefit of creating a cash management plan to in...
Welcome to the @plannedsolutions Incorporated Podcast. The US economy is estimated to have increased by just a 1.6% annualized rate in the first quarter. The most important categories of personal consumption expenditures and investment expenditures reported reasonably stro...
Welcome to the Planned Solutions Incorporated Podcast. On this episode we discuss some reports claiming that the US labor market is turning for the worse. However, most of the data cited has been anecdotal data that does not seem to be indicative of the entire market. Taking...
In this episode of the Planned Solutions Incorporated Podcast, One year after the mini financial crisis sparked by the failure of Silicon Valley Bank, the financial stress index is at its lowest level since before the 2008 financial crisis. There are some areas of the financ...
In this episode of the Planned Solutions Incorporated Podcast, the US tax system is complex with many moving pieces that can lead to tax surprises. Changes in income, deductions, credits, or tax withholding can all lead to a taxpayer owing more tax than expected. Some of the...
In this episode of the Planned Solutions Incorporated Podcast, In a real-life case study, we explore just one way that a financial advisor can use strategic timing along with the integration of investment and tax planning to increase the long-term financial benefits from a s...
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