Welcome to Planned Investment Company, Inc.
Proudly celebrating 60 years as your Financial Services Partner.
Proudly celebrating 60 years as your Financial Services Partner.
Proudly celebrating 60 years as your Financial Services Partner.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Will you be able to afford nursing home care?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.