US Planning Group, Inc

12/24/2025

12/23/2025

Expanding the family through birth or marriage is the third most common reason Americans have set up wills. However, many parents in the U.S. still lack a will to name a guardian for their children. When changes come to the family, updating your strategy becomes super essential!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

12/23/2025

🎄✨ From all of us at U.S. Planning Group, we want to wish you a season filled with joy, love, and cherished moments with those you hold dear. As the year winds down, we’re reminded of how grateful we are for the people and connections that make our work meaningful.

May your holiday season be merry, bright, and filled with peace. Mery Christmas and Happy Holidays from our family to yours!

12/18/2025

❄️Winter is a beautiful season, but it can also be demanding on your body and mind.

Between shorter days, colder temperatures, and packed schedules, remember to prioritize your well-being. A little self-care goes a long way during the busy holiday season.

You’ve got this.

12/16/2025

Although having a child is the fifth most common reason people consider starting an estate strategy, most parents with kids under 18 still don't have estate documents. It’s time to consider getting the documents together for you and your family!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

12/11/2025

Most U.S. adults are still finding ways to give back—even in challenging times 💙✨

An AP-NORC poll found:

➡️ 75% of U.S. adults gave to a charitable cause last year
➡️ Top donations went to faith-based groups and organizations meeting basic needs like food and shelter 🏠
➡️ Older adults give at higher rates than younger generations

Charitable giving trends can reflect larger conversations around values, community, and financial priorities 🌍


Source:

A new AP-NORC poll finds about three-quarters of U.S. adults say their household contributed at least some money to a charitable organization.

12/10/2025

https://www.cancer.org/healthy/eat-healthy-get-active/eat-healthy/shopping-list-basic-ingredients-for-a-healthy-kitchen.html

12/09/2025

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that more than 50 percent don't have a will today. If that applies to you, today’s the day to turn that around!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

12/04/2025

The holidays should bring joy, not financial stress.

With 54 percent of Americans making impulse purchases last season, here's a little secret our clients use to stick to their holiday strategy: A simple conversation before the season starts.

We can help you create a holiday strategy that lets you be generous with the people you love while sticking to your financial goals.

Ready for your most confident holiday season yet? Lets chat

12/02/2025

Estate management can be a difficult subject and an uncomfortable conversation. That said, getting your estate on track can be vital for the well-being of your family. Not convinced? Unfortunately, too many people have either put off this task or let the discomfort overwhelm them. The good news is that you can change that today.

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/