A Member of FINRA and SIPC. Founded in 1958 by George Steel, Jr.

   WELCOME TO PLANNED INVESTMENT COMPANY

            PROUDLY CELEBRATING 50 YEARS

                     "1958 ANNIVERSARY 2008"

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Credit Card Debt

How Long Will It Take to Pay my Balance?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

Take Advantage of Temporary Tax Laws

A raft of favorable tax provisions are in effect right now, but you better act fast. Most of them are scheduled to expire within the next two years.

The Cost of Care

When preparing for life in retirement, you should consider the possibility that you may need long-term care at some point.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

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