Advanced Planning, Inc.

12/23/2023

Beautiful morning! Merry Christmas everybody!

07/15/2023

Took us ages to work this out… Sorry to ruin your your morning!

01/29/2021

2020: The Year in Review


Every January, it’s customary to look back at the year that was. What were the highlights? What were the lowlights? What events will we always remember? Most importantly, what did we learn?

Here's the problem, though: How in the world do you recap a year like 2020? You could write a book about March alone. So, I thought for a long while about everything that happened last year and decided to focus on three important lessons that we as investors can learn from 2020.

The first lesson has to do with…
**Click on the link below to read my latest article.

https://www.advancedplanning.net/blog.htm?ID=7507

Advanced Planning, Inc. is a strategic financial planning and asset management firm specializing in

08/07/2020

On June 8, 2020, the National Bureau of Economic Research (NBER), which has official responsibility for determining U.S. business cycles, announced that February 2020 marked the end of an expansion that began in 2009 and the beginning of a recession.1 This was no great surprise considering widespre...

07/24/2020

Unemployment Numbers have fluctuated so much during the last few months due to the pandemic. This article might help if you're struggling with a job loss or downsizing. As always, we are here to help. Just call or email the office.

Although specific eligibility requirements vary from state to state, most states have the same basic standards for collecting unemployment benefits. They include:

07/04/2020

06/26/2020

FYI...If you're interested in adding funds to your existing IRA or need to start one, call the office. We'll be glad to help.

Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC.  Advisory services offered through Advanced Planning Inc., a registered investment adviser.  Advanced Planning and Cetera are not affiliated and are under separate ownership from any other named entity..

05/15/2020

Market Volatility is on many people's minds these days. Check out this brief article below for a few facts. Please call our office with any questions pertaining to the markets or your investment accounts. -Dan

C. Dan Carson, ChFC 1520 East North Street Greenville, SC 29607 864-242-1914 [email protected] www.advancedplanning.net

04/16/2020

C. Dan Carson, ChFC 1520 East North Street Greenville, SC 29607 864-242-1914 [email protected] www.advancedplanning.net

04/06/2020

There are grants available to food service and restaurant employees. Take a look at the website linked below. Share this with anyone that might need to see it.

https://rerf.us/apply-for-aid/

04/03/2020

The CARES Act is on every news channel and website. Take a look at the article below for a few key points and, as always, don't hesitate to call our office with questions. Stay safe and well!

C. Dan Carson, ChFC 1520 East North Street Greenville, SC 29607 864-242-1914 [email protected] www.advancedplanning.net