FIT Planning Group, Inc

04/02/2022

Happy April 1st and Happy Financial Literacy Month! :) https://www.councilforeconed.org/financial-literacy-month-2/

01/19/2022

Now that we're in 2022, lets get planning!

Everyone could benefit from checking these six items off their to-do list this year.

11/22/2021

A reminder that we need to plan for inflation and for the changing economy heading out of the pandemic. Wishing everyone a grateful Thanksgiving :)

The American Farm Bureau Federation's 36th annual Thanksgiving dinner cost survey shows the average holiday meal costs 14% more than in 2020.

10/16/2021

Our firm has our financial planning checklist and tools under the dropdown "Tools+" menu, but here's a great recent article we want to feature:

A financial plan is a document containing a person's current money situation and long-term monetary goals, as well as strategies to achieve those goals.

09/08/2021

It has been on our busiest quarter and we have been reminded of the important of estate planning:

Certified trust and financial advisor Jala Eaton says retirees always forget to read and understand their estate plans and update them regularly.

05/30/2021

Approaching the end of a busy month, we end it by celebrating our freedom and those who gave their lives for our great country. We are honored to be of service to our active military clients and their families. Here's another great resource to share: https://www.militaryonesource.mil/financial-legal/personal-finance/

04/15/2021

With 2021 stock market still being so volatile, it's even more important to keep perspective of your finances and goals.

The market is due for some downswings after last year.

03/19/2021

Building on the topic of savings, here's great advice and perspective:

As the federal government continues to distribute stimulus payments to Americans, the billionaire investor strongly urges recipients to spend it one certain way.

02/22/2021

America Saves Week is February 22 - 26, 2021. We can never stress enough the priority of always paying ourselves first! EARN - SAVE - INVEST - RETIRE! :)

A week to promote automatic savings.

02/17/2021

With our kids spending more time at home, it's a great opportunity to have thoughtful discussions with them about personal finance:

We provide resources to help you manage your finances through life's ups and downs with articles, calculators, and tools. Our online courses are free so you can learn at your own pace and on your own time. We work to provide education and information to people facing numerous financial challenges.

02/05/2021

Since the short run-up in the stock market already this year, we've receive many questions about our own forecast for this year, but we share the same perspective with Warren Buffet, "We've long felt that the only value of stock forecasters is to make fortune tellers look good. Even now, Charlie and I continue to believe that short-term market forecasts are poison and should be kept locked up in a safe place, away from children and also from grown-ups who behave in the market like children."

01/27/2021

Financial Planning may began with just yourself, but it's important to build your TEAM as your grow your wealth:

Here are the top reasons why a financial advisor is worth the cost.