The Planners Group, LLC

"Planning Your Future, Together"

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lease Interest

What's the interest rate on the lease you're considering?

Disability Income Insurance

How much Disability Income Insurance do you need?

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Separate Your Business from Your Portfolio

Allocating too much of your investment capital to one company — even your own — is a risky proposition.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

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