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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

Newsletters

Going Global

International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

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