Planned Solutions
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.
50 episodes • 0 archived •
Common Sources of Negative Tax Surprises, Where Inflation is Hiding & Sale of Primary Residence
Mar 28, 2024
Mar 28, 2024
27 mins
Custodial Accounts And Tax Planning, Stock Earnings Increase, Interest Rates And Tax Withholding
Mar 14, 2024
Mar 14, 2024
29 mins
Interest Rates, The Yield Curve & Credit Spreads, Excess HSA Contributions
Feb 29, 2024
Feb 29, 2024
25 mins
Charitable Tax Deductions What You Need To Know And Fed Policy And Market Expectations
Feb 15, 2024
Feb 15, 2024
33 mins
Refinance Your Mortgage, US Consumer Sentiment Surged In January, 529 Plans To Repay Student Loans
Feb 1, 2024
Feb 1, 2024
26 mins
Beware A Rotation In Stock Leadership Stock Market Dips To Start 2024 Electric Vehicle Tax Credits
Jan 18, 2024
Jan 18, 2024
29 mins
Shelter Prices And Rents Holiday Retail Sales IRS Suspends Missed RMD Penalty For Certain
Jan 4, 2024
Jan 4, 2024
30 mins
Energy Efficient Tax Credits, US Stock Market Hits High, Health Savings Accounts Limits Increase
Dec 21, 2023
Dec 21, 2023
27 mins
Interest Rate Expectations, 2024 IRS Standard Deduction, Annual Gift Tax Exclusion Increases
Dec 7, 2023
Dec 7, 2023
20 mins
October Inflation Report Social Security COLA 3.2% For 2024 401k Contributions Help FAFSA
Nov 23, 2023
Nov 23, 2023
27 mins
US Government Debt And Deficit Financing 401k Force Out Limits Increase Management Of Credit Cards
Nov 9, 2023
Nov 9, 2023
29 mins
Trend Following As A Risk Management Tool, Review of Subscriptions & Are Recession Predictions Dead?
Oct 26, 2023
Oct 26, 2023
27 mins
Impact Of Higher Interest Rates Mixed Tax Underpayment Penalties Investing In Collectibles
Oct 12, 2023
Oct 12, 2023
33 mins
Inflation Increases In August Personal Residence Exemption Social Security Spousal Benefits
Sep 28, 2023
Sep 28, 2023
27 mins
Student Loan Payment Restart Rethinking Utility Stocks Roth SIMPLE And Roth SEP
Sep 14, 2023
Sep 14, 2023
22 mins
The Interest Rate Cycle, Government Crowding Out & Secure Act 2.0
Aug 31, 2023
Aug 31, 2023
26 mins
Are You Getting The Most Out Of Your Employee
Aug 17, 2023
Aug 17, 2023
26 mins
Inflation Continues To Decline In June 529 To Roth IRA Transfers
Aug 3, 2023
Aug 3, 2023
24 mins
Cash Management And The Term Structure Of Interest Rates, Series I Savings Bonds & Medicare IRMAA
Jul 20, 2023
Jul 20, 2023
24 mins
Q2 Earnings Season Understanding Money Markets
Jul 6, 2023
Jul 6, 2023
24 mins
Summer Job Guide, How Low Will Oil Prices Go? Debt Ceiling Debate
Jun 22, 2023
Jun 22, 2023
28 mins
Fed Policy In 2023 Written by Google Bard & Social Security Wage Base
Jun 8, 2023
Jun 8, 2023
28 mins
Technology Stocks Lead Market Financial Stress Index Considerations When Choosing a Trustee
May 25, 2023
May 25, 2023
28 mins
US Economy Grows In First Quarter Consumer Sentiment Rebounds Term Insurance Conversion Features
May 11, 2023
May 11, 2023
29 mins
International Monetary Fund Inflation Continues to Cool PSI Office Bulletin Board
Apr 27, 2023
Apr 27, 2023
28 mins
Choosing The Right Credit Card, Real Estate Market, Minor as an IRA Beneficiary
Apr 13, 2023
Apr 13, 2023
25 mins
Game Theory Bank Runs And The Prisoners Dilemma
Mar 30, 2023
Mar 30, 2023
34 mins
Maximizing Bank Deposit Yields, Tax Losses, Real Estate Appraisals After Death
Mar 16, 2023
Mar 16, 2023
23 mins
Goods Inflation Continues To Fall, Services Inflation Elevated
Mar 2, 2023
Mar 2, 2023
30 mins
Weekley Economic Index Shows Slow Growth But No Recession
Feb 16, 2023
Feb 16, 2023
32 mins
Inflation Data And Profit Margins Investing In Solar
Feb 2, 2023
Feb 2, 2023
27 mins
Required Minimum Distribution, Student Loan Management, Secure Act 2.0 – 529 to Roth IRA Transfers
Jan 19, 2023
Jan 19, 2023
26 mins
Foreign Stocks Outperform US Stocks
Jan 5, 2023
Jan 5, 2023
22 mins
Decrease In Inflation , Tax Loss Harvesting , Gift Tax Exclusion
Dec 22, 2022
Dec 22, 2022
28 mins
US Economic Growth And Recession Risk Cryptocurrency Companies Repeat Past Mistakes
Dec 8, 2022
Dec 8, 2022
29 mins
Stock Market Volatility Inflation Cools In October Tax Form 1099-K
Nov 24, 2022
Nov 24, 2022
28 mins
Inflation And Tax Rates, US GDP Increase and Social Security Increase
Nov 10, 2022
Nov 10, 2022
31 mins
Stock Market And Political Risk
Oct 27, 2022
Oct 27, 2022
27 mins
Stock Market Speculation Declines To Its Long Term Average Mortgage Strategy
Oct 13, 2022
Oct 13, 2022
23 mins
Stock Market Fails to Regain Long-term Upward Trend, Inflation, Social Security Offset
Sep 29, 2022
Sep 29, 2022
26 mins
Student Loan Forgiveness Commodity Cycles Are Everywhere Fed’s Tough Talk Rattles Markets (
Sep 15, 2022
Sep 15, 2022
24 mins
Panic Buying Slows On Wall Street Meme Stocks Attempt A Comeback
Sep 1, 2022
Sep 1, 2022
30 mins
Stock Market Nears Key Resistance Point, US Economy Contracts, Strategies for Inherited IRAs
Aug 18, 2022
Aug 18, 2022
27 mins
Growth Stocks Lead Market Comeback
Aug 4, 2022
Aug 4, 2022
23 mins
Earning Season Is In Focus On Wall Street The Mini Tech Bubble And Bust IRS Encourages Early Filing
Jul 21, 2022
Jul 21, 2022
29 mins
Inflation Oil Investment Cycle Housing Finance Normalizes IRS Milage Rate
Jul 7, 2022
Jul 7, 2022
29 mins
Stock Market Dips Into Bear Market Territory Motor Vehicle Supply Chain Recovers RSU's
Jun 23, 2022
Jun 23, 2022
29 mins
Inflation Breakeven Rate Leftover 529 Plan Balances Charitable Remainder Trusts
Jun 9, 2022
Jun 9, 2022
26 mins
Inflation’s Impact On Households, Businesses, And Government
May 26, 2022
May 26, 2022
29 mins
US Market Test Key Level Series I Savings Bonds IRS Form 1099 - K
May 12, 2022
May 12, 2022
26 mins