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

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Newsletters

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

HOT TOPIC: Celebrity Estate Planning Gone Wrong

Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.

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.

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

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