Market Watch

May 26, 2012 @ 08:15 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
S&P Mid-Cap 400 934.56- 1.52
10 Year Treasury Note 1.75- 0.01
Wilshire 5000 13,783.51- 23.74

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     Planning is vital for your financial independence.  

Vital Planning Group is a dedicated group of financial professionals focusing on areas such as Retirement, Estate Planning Strategies, Insurance, Asset Management and Group Benefits Planning.  With a combined experience of over 45 years our firm provides individuals and business owners with an array of financial services based on their goals and objectives.

Our mission is to improve the quality of life and make a difference for our clients, their families and businesses.

Partners and associates of Vital Planning Group are licensed and registered with AXA Advisors, LLC. 

Vital Planning Group and AXA Advisors do not provide tax or legal advice. Please consult your tax and/or legal advisors regarding your particular circumstances.

Newsletters

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

More Newsletters →

Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators →

Contact Info

Phone: 888-848-2501

info@vitalplanning.com

Local Office | Branch Office


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