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.
Even if most of a married couple’s retirement assets reside in different accounts, open communication and teamwork can help them craft a unified retirement strategy.
Individual bonds and bond funds can both provide an income stream, but there are important differences.
Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.