The Planners Group, LLC

 

Financial Advisors serving the Milwaukee Area

 
We would like to assist you!
 
 
  •          Insurance
  •          Investments
  •          Estate Planning
  •          401k Plans
  •          Annuity
  •          IRA
 
Serving Businesses and Individuals

 
Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

More Calculators →

Newsletters

Beware the Better-Than-Average Effect

Economists have found that, on average, people tend to believe that their own lives are improving at a faster rate than most everyone else's.

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

More Newsletters →