The Long Island Planning Group, Ltd., founded by Robert Israel, has been in business since 1975 offering access to financial products and services. We help our clients coordinate their life insurance, health insurance, disability insurance and long term care insurance needs with their financial goals. We work with our clients, both individuals and businesses, to create a diversified portfolio that recognizes their objectives. Our goal is to establish and maintain a relationship with our clients. After discussing the needs of our clientele, we develop and discuss the available options. Understanding our clients' objectives allows us to offer our experience in financial products and strategies to develop sound and workable plans. Coordination with the clients' advisors including their CPAs, attorneys, bankers, trustees and trust officers is essential to our team oriented approach. Our periodic reviews are designed to help clients pursue their goals, even as they change over time.
*All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. |
Newsletters
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Do You Need to Adjust Your Tax Withholding?
After filing last year’s tax return, it may be a good time to adjust income tax withholding. This article explains how to estimate and adjust withholding.
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FAFSA for 2025-2026 School Year Opens December 1
Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.
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HOT TOPIC: Real Estate Commission Changes Around the Corner
The National Association of Realtors is implementing new policies related to how real estate brokers are compensated. Here are some implications for buyers, sellers, and their agents.
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HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?