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Investment Planning Group
Investment Planning Group
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Investment Planning Group

740 SE Indian Street Stuart, FL 34997

Phone:

  • (772)233-4315

Fax:

  • (772) 233-4316

E-mail:

  • steve@planipg.com
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The Pros and Cons of a Big Tax Refund

The Pros and Cons of a Big Tax Refund

Complimentary Consultation

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Free Monthly Newsletter

Please subscribe to our Monthly Newsletter so you receive timely, relevant financial insights to stay informed about what others are doing to plan for their Retirement Years.

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Digital Deception: Watch Out for Cybercrime

As online commerce and recordkeeping have expanded, so has cybercrime.

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Newsletters

  • Baseball Lessons That Might Help Change Up Your Finances

    Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.

  • How Much Life Insurance Do You Need?

    Three approaches to help determine an appropriate amount of life insurance coverage that can help meet changing financial needs.

  • What the Red-Hot Job Market Means for Workers

    A discussion of the dynamics of the current job market — one that is quite possibly the most worker-friendly in many years.

  • Avoiding Probate

    Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.

More Newsletters »

Calculators

  • Savings Goals

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

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

More Calculators »

Seurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CO, CT, FL, IA, IL, MA, MS, NC, NH, NJ, NY, PA

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