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.

09/01/2026

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.

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help ...
06/18/2026

Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help you stay on track for what life brings. Let’s make sure you’re covered.

06/01/2026

Plan confidently. Use this 2026 Tax Readiness Playbook to help plan and stay ahead of key tax law changes and opportunities all year long.

https://bit.ly/4o3Mtav

06/01/2026

If your ability to earn income were to be interrupted, how would you cover next month’s expenses? Which assets are easy to access—and which aren’t? Let's talk through your strategy.

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an e...
05/14/2026

You’ve spent years building your profession. Disability income insurance can help safeguard your ability to earn if an extended illness or injury disrupts your work. Let’s review your protection plan together.

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Dis...
04/30/2026

Your income supports everything — from your goals to your everyday life. Protecting it means protecting your future. Disability income insurance helps keep life on track even when the unexpected happens. Have questions? I’m here to help.

04/29/2026

Grow with a goal using this checklist to get clear on your financial priorities and spark proactive conversations with loved ones.

https://bit.ly/4cPOeEh

Address

4900 N. Scottsdale Road #4000
Scottsdale, AZ
85251

Website

Alerts

Be the first to know and let us send you an email when The PLANit Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to The PLANit Group:

Shortcuts

Share

Category