U.S. Planning Group, Inc.

We invite you to explore our website to find out more about our firm and our associates; and see if one of our professionals is just the person you want for your trusted advisor.

Glenn Williams, CLU, ChFC, CFP®

President, U.S. Planning Group, Inc. ®

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., a Registered Investment Advisor. Member FINRA, SIPC, PO Box 64284, St. Paul, MN 55164 (651)738-4000. U.S. Planning Group, Inc. ®, as a Georgia corporation, is not affiliated with Woodbury Financial Services, Inc.

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Inflation Could Make a Comeback

Inflation took a big jump in November, the largest monthly increase in two years. But it’s unusual for inflation to flare during an economic slowdown, and this odd pairing puts the Federal Reserve in a tough spot.

Get Schooled on Saving for College

One way to be prepared for the possibility that the tab for higher education may be higher than expected is to own take advantage of the tax benefits of 529 plans.

Conserve Your Estate

Are your estate strategies up-to-date and ready for whatever legislative changes lie ahead?

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

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July 19, 2008 @ 08:01 PM

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