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"

Car Affordability

How much can you afford to pay for a car?

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Estimate Your Estate

It is imperative to have an estate conservation strategy. Taking an inventory of your assets is a good place to start.

Oil's Above-Ground Problems

It used to be that the main concern about oil was finding enough of it in the ground to meet world demand. Despite dire predictions to the contrary, most experts believe that there is still plenty of oil in the ground. Why then has the price of oil doubled since 2004?

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

More Newsletters →