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Planned Solutions
Planned SolutionsEpisodes
Episodes of Planned Solutions
Mark All
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In this episode of the Planned Solutions Incorporated Podcast, the US tax system is complex with many moving pieces that can lead to tax surprises. Changes in income, deductions, credits, or tax withholding can all lead to a taxpayer owing more
In this episode of the Planned Solutions Incorporated Podcast, In a real-life case study, we explore just one way that a financial advisor can use strategic timing along with the integration of investment and tax planning to increase the long-t
In this episode of the Planned Solutions Incorporated Podcast, Interest rates are often referred to generically when referencing the Federal Funds Rate (the overnight lending rate between banks that the Federal Reserve manages). However, many i
In this episode of the Planned Solutions Incorporated Podcast, The IRS charitable contribution rules are complex. The rules differ depending on the type of property donated (cash, check, credit card, or in-kind), the amount donated, the taxpaye
In this episode of the Planned Solutions Incorporated Podcast, Mortgage rates have declined recently from very high levels. This has caused some homeowners who purchased a new home last year during the higher interest rate environment to consid
In this episode of the Planned Solutions Incorporated Podcast, The Magnificent Seven (the seven most valuable companies included in the S&P 500 index) increased in value by 75% in 2023, whereas the remaining 493 stocks in the index increased by
In this episode of the Planned Solutions Incorporated Podcast, There is a discrepancy between the official government price data for shelter (rents) and the data reported by multiple private data providers. The US government numbers show rents
In this episode of the Planned Solutions Incorporated Podcast, The federal tax code offers several tax credits for the purchase and/or installation of energy-efficient property. These credits generally fall into three categories: Residential Cl
In this episode of the Planned Solutions Incorporated Podcast, As the last several months have demonstrated, the future path of interest rates is unknown. However, the expected path of interest rates can be discerned by examining the futures ma
In this episode of the Planned Solutions Incorporated Podcast, The official inflation rate ticked down to 3.2%, the same level as the July report, and the lowest inflation rate in several years. All the major categories, including food, energy,
In this episode of the Planned Solutions Incorporated Podcast, The US Treasury is becoming a larger and larger focus of Wall Street as the US Government has been borrowing very large amounts from the private sector. With the current large feder
Trend Following As A Risk Management Tool, Review of Subscriptions & Are Recession Predictions Dead?
In this episode of the Planned Solutions Incorporated Podcast, Trend following is often used by investors in an attempt to profit by predicting market price trends. The effectiveness of this is unproven at best. However, trend following may be
In this episode of the Planned Solutions Incorporated Podcast, Interest rates have increased sharply in the past 18 months as the Fed attempts to slow the economy and bring inflation down to its 2% target. However, several areas of the economy
In this episode of the Planned Solutions Incorporated Podcast, The annual inflation rate ticked up to 3.7% in August which is a 0.5% increase from the 3.2% in July and up 0.7% from the 3.0% reading in June. The primary cause of the increase in
In this episode of the Planned Solutions Incorporated Podcast, Student loan payments and interest charges are set to start once again on September 1st. However, the new SAVE Plan has expanded the rules for income-based student loan payments to
In this episode of the Planned Solutions Incorporated Podcast, Central banks have increased interest rates around the globe in an effort to bring down inflation. Now the Federal Reserve may be at the end, or getting close to the end, of its int
In this episode of the Planned Solutions Incorporated Podcast, There are a wide variety of employee benefits offered by different employers. In many cases, the value of these benefits may add up to a large percentage of the employee’s overall c
In this episode of the Planned Solutions Incorporated Podcast, The rate of inflation declined by two-thirds from a year ago when it peaked at 9.1%. The June inflation rate was just 3.0%, a 1.0% decline from May. The decrease in prices was led b
In this episode of the Planned Solutions Incorporated Podcast, The yield curve is currently inverted meaning short-term term deposits are paying a higher interest rate than longer-term deposits. So, why would savers commit to longer-term deposi
In this episode of the Planned Solutions Incorporated Podcast, The S& P 500 earnings season is right around the corner. This could be a key earnings season for the stock market following the sharp rebound in earnings reported in the first quart
In this episode of the Planned Solutions Incorporated Podcast, Summer jobs for teens are often low-level and low paying. However, they can be an important springboard that can be used to start a career on the right track and jumpstart a financi
In this episode of the Planned Solutions Incorporated Podcast, We decided to outsource our lead article to Google Bard this week. Google Bard is Google’s Artificial Intelligence Chatbot. We found that the article generated was mostly accurate,
In this episode of the Planned Solutions Incorporated Podcast, Technology stocks have outperformed other sectors by a wide margin so far in 2023, helping to offset the large losses in Technology stocks in 2022. This has caused some investors to
In this episode of the Planned Solutions Incorporated Podcast, The US economy grew just 1.1% in the first quarter, a lower growth rate than the prior two quarters. However, the report had a lot of positives with household spending up 3.7% and g
In this episode of the Planned Solutions Incorporated Podcast, The International Monetary Fund (IMF) has lowered its economic growth forecast in recent weeks but continues to predict positive growth rates for the majority of the globe. However,
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