Planning Sense - the radio show - originated in 1996. Planning Sense was on the air from 1996 to 2004 as a Public Service. Written by Donna Graber and broadcast by WCNY-FM, Planning Sense offered years of entertaining, sound, and cutting edge planning advice in the areas of tax, law and finance. Much of the radio text is still available on this site for your review.
Planning Sense Inc. - the company - was founded in 1984 by President and CEO, Donna Graber. Planning Sense, Inc. is dedicated to caring for a unique group of family clients by offering high level planning services with a tax, legal and financial perspective. Our purpose is helping individuals create and maintain effective and efficient life strategies through ongoing, personal client interaction. Our route to that purpose is offering a consistent level of high quality advisement. As a planning firm, we counsel a number of client families, carefully caring for those we serve. We handle the worry so our clients don’t have to!
Subject: Retiree Friendly NY
Description: There are some states that do not tax your Social Security. NYS is one of them. There are quite a few – but not all - states that do not tax a portion of your retirement plan payouts. NY is one of them. The first 20,000 is NYS income tax free.
Subject: Big hat, No cattle
Description: The average American, if their income stopped suddenly, is less than 30 days away from financial disaster.
Subject: Blended Families
Description: WIth blended families there are as many options to making it work as there are personalities.