top of page

Strategic Management
for an individualized approach

Helping You
during all seasons of life

Teaching you
so you can make informed choices

Calculators

You can review interesting calculators on our site.

View Calculators

Dan's Latest Video

Check out our latest video by clicking here.

View Video

Welcome to Advanced Planning, Inc.

Thank you for taking the time to check us out. No matter how you found our website, if you are looking for common sense planning and strategies to help pursue your financial goals, you have come to the right place. 

It is very difficult in this complex world we live in to know where to turn for help. For this reason, I have set up this website to allow you to learn more about us and what is it that we do so you can make a clear, informed decision as to whether or not you would like to work with our company.

The ball is in your court. If you decide a meeting would be beneficial, please click the "Contact Us" tab or give us a call at 864-242-1914 or 1-800-397-9507 toll free.

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

bottom of page