The PLANit Group

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

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money managemen...
10/08/2026

As your kids plan costumes, candy, and Halloween fun, it's the perfect time to start conversations about money management, budgeting, and making choices that align with priorities.

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4dnmsigWant to talk it through? Let’s conn...
10/08/2026

Download this guide for tax-smart ways to give before Dec. 31: https://bit.ly/4dnmsig

Want to talk it through? Let’s connect.

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense o...
10/07/2026

Join in and hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps make sense of key drivers behind recent trends and their potential implications for investors. Register now: https://bit.ly/3VADuTV

10/05/2026

Last week, stocks were mixed as technology gains offset broader weakness tied to rising interest rates. Treasury yields remained volatile, while softer labor and consumer confidence data reinforced expectations of slowing growth. For more key learnings, give our weekly market perspective a read.

09/29/2026

U.S. markets moved higher last week as an AI-driven technology rally and lower oil prices outweighed a midweek bond selloff. The S&P 500 gained 1.2%, while rising Treasury yields reflected strong economic data and expectations for additional Fed rate hikes. Dive into this week’s market perspective for more analysis and key takeaways.

Download this free guide to explore 4 ways long-term care can be paid for. [Link] Want to discuss your planning options?...
09/24/2026

Download this free guide to explore 4 ways long-term care can be paid for. [Link] Want to discuss your planning options? Reach out.

https://bit.ly/4AOy08n

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a...
09/24/2026

Getting ahead of year‑end financial decisions can help reduce stress and create clarity. A quick check‑in now can make a big difference later. Let’s connect.

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.

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4900 N. Scottsdale Road #4000
Scottsdale, AZ
85251

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