PlanTran Financial

Learn more in our blog and contact Dan to learn more about college savings options!

https://www.plantranfinancial.com/blog/529-college-savings-plans-a-cheat-sheet-for-common-questions

Retiring with a union pension has many benefits, but there are also significant financial
risks to consider. Download our FREE E-Book to learn more!

https://www.plantranfinancial.com/free-ebook-for-union-pension-retirees

How are you feeling about the market updates? Without being properly informed about what is going on, it is much easier to make emotional financial decisions. Read our latest research below: https://www.plantranfinancial.com/weekly-market-commentary-file

A recent Bureau of Labor Statistics survey finds the median retirement savings of 55-year-olds is just 10% of the target financial experts advocate for. Read more!

7 Ways To Fix Your Retirement Savings Shortfall A recent Bureau of Labor Statistics survey finds the median retirement savings of 55-year-olds is just 10% of the target financial experts advocate for.

Learn more in our blog here: https://www.plantranfinancial.com/blog/529-college-savings-plans-a-cheat-sheet-for-common-questions

Approximately 72 percent of all participants in a 2024 study, overestimated the cost of a basic term life insurance policy, a common misconception year after year.
Source: Bankrate 2024 Insurance Barometer Study

Reach out to PLANTRAN today to get started on a plan that's right for you!

Your go-to weekly breakdown of current market trends and analysis. Stay well-informed and make financial decisions with confidence: https://www.plantranfinancial.com/weekly-market-commentary-file

If your retirement plan assumes a thirty-year retirement, will you be able live comfortably if it turns out you’ll live another ten years beyond that? A QLAC can help. Read more now!

A ‘What-If’ Income Solution For Retirees If your retirement plan assumes a thirty-year retirement, will you be able live comfortably if it turns out you’ll live another ten years beyond that? A QLAC can help

It's college savings month! Looking to start your college savings plan for yourself or your child? Read our blog below and reach out for your FREE consultation today!
https://www.plantranfinancial.com/blog/529-college-savings-plans-a-cheat-sheet-for-common-questions

Do you have a plan for your child's college fund? PLANTRAN Financial specializes in building comprehensive college savings plans! Reach out today!

Check out our latest Weekly Market Commentary for valuable insights into current market trends:
https://www.plantranfinancial.com/weekly-market-commentary-file

From MIT to the City College of New York, these 25 schools send graduates out into the world with high earnings potential and little if any student debt.

The 25 Colleges With The Highest Payoff

One key pointer for financial planning is keeping a long-term perspective. Financial Planning is a marathon, not a sprint!

Markets are constantly changing, but you don't have to be left in the dark. Our Weekly Market Commentary sheds light on the latest market trends and updates, empowering you to make well-informed financial decisions. Read our latest report below: https://www.plantranfinancial.com/weekly-market-commentary-file

IRA Accounts: Types, Benefits, and How to Choose the Right One An Individual Retirement Arrangement (IRA) is a type of retirement account for individuals that provides various tax advantages. Depending on which type of IRA you have, you contribute either pre- or post-tax dollars and invest the funds. IRAs come with more investment flexibility than 401(k)s, whic...

Download our E-Book here: https://www.plantranfinancial.com/free-ebook-for-union-pension-retirees

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Contact our team today!

https://www.plantranfinancial.com/contact

Roth IRA: What It Is and How to Open One A Roth IRA is a special individual retirement account (IRA) where you pay taxes on money going into your account, and then all future withdrawals are tax free. Roth IRAs are best when you think your marginal taxes will be higher in retirement than they are right now.

Retiring with a union pension has many benefits, but there are also significant financial
risks to consider. These can include inflation, longevity, investment returns, healthcare
costs, and taxes. It is important to have a solid plan in place that accounts for these
variables and adjusts accordingly. Find out more here: https://www.plantranfinancial.com/free-ebook-for-union-pension-retirees

You don't realize how important an emergency fund is until you need one.

Today is Financial Awareness Day! If you are looking to increase your knowledge or financial literacy, our website offers helpful articles, calculators, videos and more!

https://www.plantranfinancial.com/

5 Lessons Learned From a 7-Figure Founder Five key lessons I wish someone had given me when I first started out on my entrepreneurial journey.

Cost estimates may end up being more than anticipated. Find out more in our FREE E-Book here: https://www.plantranfinancial.com/free-ebook-for-union-pension-retirees

The first step to financial wellness is actually understanding where you're at in your current situation. Want to start a plan? Contact Dan today!

Know the impact of your COLA (Cost of Living Adjustment) or lack thereof. For pensions that do not include a COLA, how will you account for inflation when your benefit doesn’t increase?

Download our FREE E-Book here: https://www.plantranfinancial.com/free-ebook-for-union-pension-retirees

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. Learn more here: https://www.plantranfinancial.com/resource-center/investment

Good News For Human Beings - AI Doesn’t Do Judgment Garbage in remains garbage out. It is human judgment, not AI, that is required to make sense of what the machine tells us.