Filed under: In the News
Filed under: Education and Insights
Financial Empowerment Workshop
This workshop will provide you with the tools you need to gain insight into your financial position and build futu...
Filed under: Education and Insights
Outlook 2016 Webinar
Planning Alternatives’ Outlook 2016 Webinar shares timely insight to help you gain a better understanding of issues rel...
Filed under: Education and Insights
Outlook 2016 in Florida
Planning Alternatives serves clients throughout the country and we’re excited to present OUTLOOK 2016 in Southwe...
Filed under: Education and Insights
Stock Market Declines – A Historical Perspective
When we experience periods of falling stock prices, it’s helpful to consider things from a histo...
Filed under: Timely Insights
Stock Volatility — Is This Time Different?
Perhaps you’ve noticed that people who have been investors for a long time don’t make predictions abo...
Filed under: Education and Insights
Six Takeaways From Our Tax Tips 2015 Webinar
By Jim C. Niedzinski, AIF ® Our December 8, 2015 webinar, Tax Tips for 2015 and Beyond, featured Jo...
Filed under: Education and Insights
Outlook 2016 – Insight, Planning and Perspective
Join us for Outlook 2016! We’ll share timely insight on the economy, markets and financial p...
Filed under: Education and Insights
Tax Tips for 2015 and Beyond
While April 15 is when you account for your taxes, what you do before December 31 can actually lower your taxes. Our...
Filed under: In the News
Planning Alternatives in Crain’s List of Largest Money Managers
Planning Alternatives was listed for the 4th consecutive year, in Crain’s list o...
Filed under: In the News
Introducing Yo-Yo Ma at Schwab Impact 2015
Marilyn Dimitroff, CFP®, Director of Wealth Management at Planning Alternatives, was honored to intro...
Filed under: Education and Insights