Planning Strategies, Inc. is a Registered Investment Adviser (RIA) providing holistic financial planning and personalized fee-based investment management. We take pride in successfully blending the support and strength of large organizations, with the service, attention, and dedication that only an independent hometown firm can bring.

Meet The Team

Meet The Team

Our team approach will help you achieve your financial goals.

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Our Services

Our Services

Whether your needs are financial planning, retirement analysis or investment management, our Financial Advisors are here to help.

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Why Fee-Based?

Why Fee-Based?

Transparency and unbiased financial advice are the building blocks to healthy, long term relationship.

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2017 Retirement Account Limits

How much can you contribute this year? In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles. IRAs. The 2017 limits are the same as in 2016: $5,500 for IRA owners who will be 49 and younger this year, $6,500

2016 PSI Annual Client Appreciation Event

Let us show our appreciation for our continued relationship with a fun night filled with Food, Drinks and Football! The 2016 PSI Annual Client Appreciation Event is a tailgating-themed party culminating in the Penn State vs Ohio State football game! Doors open at 7pm and game starts at 8pm.  Tailgate food with Beer & Wine,

When Is Social Security Income Taxable?

The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless of how you feel about it, it is a possibility. Seniors have had to contend with this possibility since 1984. Social Security benefits became taxable above certain yearly income thresholds in that year. Frustratingly for

The Trump & Clinton Tax Plans

How do they differ? Seemingly every presidential candidate offers a plan for tax reform. You can add Donald Trump and Hillary Clinton to that long list. Here is a look at their plans, and the key reforms to federal tax law that might result if they were enacted. Donald Trump revised his tax plan this

Filial Responsibility Laws

Could you be required to provide financial support to your parents? Imagine your parents outliving their money. A terrible thought, right? Should this occur, there will be one of two outcomes. Either your parents will move in with you (or someone else), or your parents will become indigent. Hopefully, your parents have saved, invested, and

Women Must Plan For Their Financial Future

Think about tomorrow, not just today. No woman wants to end up impoverished, out of options, left to fend for herself on the streets. Only a tiny percentage of women from affluent households will experience this retirement nightmare, but that does not mean the risk should be dismissed. This is the financial circumstance you may

Think About Your Lifestyle Before You Retire

Sometimes planning for retirement isn’t entirely about money. How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day we go to work. Saving and investing in such a way that we no longer have to work may

Stocks & Presidential Elections

What does history tell us – and should we value it?  As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of Wall Street. That said, stock market historians have repeatedly analyzed market behavior in presidential election years, and what stocks