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When Special Care Is Needed: The Special Needs Trust

Professional Financial Strategies & Advice

Without All the Noise

It’s not a typo. PlaniFy Wellness has a capital F for a reason: It means “Planning For You,” your family, your goals and your future. As your resource to help and ally, we believe financial planning doesn’t need to be any more complicated than a relaxed conversation. We’ve been in your shoes before, we understand the complexity of the financial world, and we know how to help simplify and strengthen it with tailor-made strategies. That’s why we founded our company in the first place: to help people reach their most valued financial goals, no matter their size.

 

Our Commitment

At PlaniFy Wellness, there are three keys to success: trust, education and customization. Each of these tenets are enhanced by our state of the art technology, which allows clients to take charge of their financial situation and access their accounts at their convenience. As a team, we are committed to guiding you towards your goals through mutual dedication and accountability.



Organize, Monitor, Collaborate


Through our eMoney platform, clients can set their Personal Financial Goals, connect their assets and liabilities, then monitor and track progress at any time of the day.



Protect Your Finances With Confidence


Imagine having all of your financial data in one place. With The Vault, you can store tax returns for easy year-by-year filing, protect, wills, deeds and estate plans, and even upload precious family videos and pictures from special occasions.



Access Your Account Anytime, Anywhere


View your complete financial picture in the palm of your hand. Whether you’re at home or on the go, you can view all of your accounts on one page, from investments to spending, transactions and tracking your goals.


Helpful Content

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

 

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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