A Member of FINRA and SIPC. Founded in 1958 by George Steel, Jr.

   Welcome to Planned Investment Company, Inc.


Proudly celebrating 54 years as your

Financial Services Partner

Last Closing Prices

Dow Jones Industrials 17,031.14 + 0.26
Dow Jones Transportation 8,521.15 - 0.36
Dow Jones Utilities 551.28 + 0.30
Nasdaq Composite 4,518.90 - 1.07
Nasdaq 100 4,029.89 - 0.97
NYSE Composite 10,909.32 - 0.02
AMEX Composite 2,724.77 - 0.24
PHLX Semiconductor Index 632.24 - 1.20
OSX Oil Service Sector Index 280.68 + 0.13

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When Your Child Should File a Tax Return

IRS rules regarding who must file are based on the amount and source of income rather than age

Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

Production Values: New Calculations for GDP

The calculation of U.S. GDP was revised in 2013 and the changes provide a different perspective on economic performance.

Too Much of a Good Thing?

It’s wise to review your portfolio regularly to make sure the asset allocation still reflects your chosen strategy.

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  • Articles


    Educate yourself on a variety of financial topics.

  • Calculators


    A host of financial tools to assist you.

  • Newsletters


    Timely Newsletters to help you stay current.

  • Glossary


    Financial terms from A to Z.

  • Videos


    Short animations that focus on a variety of financial topics.

  • Flipbooks


    These magazine-style flipbooks provide helpful information.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Acceleration

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

Life Expectancy

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

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

More Calculators →