The PLANit Group

The PLANit Group We help families and businesses holistically plan for the future, reduce debt, find money for college, and protect their income.

09/21/2026

Last week, markets navigated a challenging combination of renewed Fed tightening, rising Treasury yields, and persistent inflation concerns. Technology strength helped keep the S&P 500 near flat, while cyclical, small-cap, and rate-sensitive sectors lagged. Strong economic data supported growth but increased expectations for another rate hike. Read this week’s market perspective to learn more.

If you can’t perform the duties of your specialty, disability income insurance can help protect your financial stability...
09/17/2026

If you can’t perform the duties of your specialty, disability income insurance can help protect your financial stability — even if you continue working in another role. Let’s connect.

09/14/2026

U.S. markets declined last week as higher oil prices, persistent inflation concerns, and rising Fed rate hike expectations pushed Treasury yields higher. The S&P 500 fell 0.8%, bonds also posted losses, and consumer sentiment weakened, while strong earnings offered some support. Energy led performance, while gold and Bitcoin declined. Learn more from this week’s market perspective.

09/10/2026

What’s your biggest long-term care priority?

🏠= protecting assets for the family.
❤️= reducing the burden on loved ones.
✨= maintaining choice of care.

Drop your emoji in the comments or DM to discuss what matters most to you.

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance...
09/10/2026

Back‑to‑school isn’t just for kids. It’s a great time to get back to the basics of financial protection — life insurance, income protection, and more. A quick reset can help make sure your strategy is still on track. Let’s look together.

09/08/2026

U.S. markets ended last week mixed as strong economic data, higher Treasury yields, and rising U.S.-Iran tensions influenced sentiment. The S&P 500 gained 0.13%, led by technology and energy, while rate-sensitive sectors lagged. Strong August payrolls boosted expectations for tighter Fed policy, lifting oil prices and pressuring gold.

09/01/2026

U.S. equities edged higher last week on strong AI-driven tech earnings, though gains were limited by hawkish Fed commentary. Persistent inflation kept investors focused on the outlook for interest rates, leading to mixed Treasury performance. Meanwhile, lower oil prices helped ease some inflation concerns. Check out this week’s market perspective to learn more.

At Milestone Financial, we know success isn’t measured only by milestones—it’s measured by impact.On the latest episode ...
09/01/2026

At Milestone Financial, we know success isn’t measured only by milestones—it’s measured by impact.

On the latest episode of Tips from the Top with Joe Mallee, Joy Avedesian (general agent of The Stellarix Group) shares why helping families through life’s most difficult moments confirmed she was in the right profession. Hear her insights on trust, leadership, and the power of human connection—and why those qualities continue to attract people to this meaningful career.

Interested in making a difference while building a rewarding career? Listen to the episode on Spotify or Apple Podcasts and visit https://bit.ly/461dwuH to learn more.

https://bit.ly/4wYTBYg

https://apple.co/4yhlsEo

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily t...
08/20/2026

You can have a strong net worth and still feel financial stress if income stops — because a lot of wealth isn’t easily turned into cash without tradeoffs. Let’s talk about your plan.

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pr...
07/30/2026

If an illness or injury suddenly limited your ability to work, would you want to make financial decisions under added pressure? Planning for income interruptions can help
create flexibility when it matters most. Let’s connect.

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