Filed under: Client Photo Event
Filed under: Education and Insights
Brexit Update and Perspective
The Brexit vote (Britain’s decision to leave the European Union) was unexpected by experts. Here are a few key po...
Filed under: Education and Insights
Advising Clients on Timeshares
Planning Alternatives’ Nathan Mersereau was recently interviewed on the topic of ADVISING CLIENTS ON TIMESHARES for...
Filed under: Education and Insights
Navigating Divorce in 5 steps
Navigating Divorce – 5 steps to take when you’re in the unexpected 50% The tale is tried and true; it’s the ...
Filed under: In the News
Providing financial education is a core value at Planning Alternatives
While we appreciate the trust our clients place in us to care for their wealth, we...
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