On this episode of the Planned Solutions Financial Review Podcast we discuss US Inflation Heating Up and what it means to you.  What you need t know about your Vacation Homes and Taxes. Also,a Look at Pre-Paid Legal Plans and Estate Planning, does your employer offer these benefits?  Plus we take a look at the PSI Office Bulletin Board-The Longboard Funds recently sent out a proxy.

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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.