Check the background of this financial professional on FINRA's BrokerCheck.

CLIENT RESOURCES

 
        At Minder Planning Group, we believe in working to make the complicated, uncomplicated for our Clients


Part of that experience is understanding how important education really is, and choice is in our own personal finances. We've cultivated a variety of resources here for you to access at any time for any specific questions you may have. Of course, you may always CONTACT US as well.
Newsletters:
The
Newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, and insurance, taxes, college, and government benefits.

Video Alerts:
The videos on this page are short, multimedia pieces that highlight recent developments, new legislation, and cutting edge information across a variety of financial subject areas.

Market summaries:
The Market summaries on this page contain information on the Dow, S&P 500, NASDAQ, Russell 2000, Global Dow, Federal Funds interest rate, and 10-year Treasury yields, along with highlights of recent events important to the markets and future dates for key data releases.

eSeminars:
The seminar videos on this page are professional, multimedia mini-presentations that provide a broad overview of the most important financial planning topics. Use them as a springboard to learn more.

Calculators:
Got a question that involves number crunching? Use the calculators on this page to find the mathematical answer to the most commonly asked number-crunching questions, and see your inputs displayed next to the graph, chart, and/or table output in a side-by-side display.

Life Events:
Every stage of life has its own financial needs and concerns. The life events on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life.

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  Go to Facebook  Go to Twitter  
 
 
 IMPORTANT DISCLOSURES

Minder Planning Group, LLC does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, AA, AE, AP, CA, CO, CT, DC, DE, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.