Resources

Paying for College 101 Video

Vertex Planning Partners / Planning / September 12, 2019

Today, a college education costs more than ever. But there are ways to make it more affordable. This video offers tips and information that can help you fund higher education for your family.

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Recent Articles

Vertex Planning Partners / Resources / February 10, 2023

Top of Mind

Practicing Mindfulness With Money Can Help Boost Your Financial Wellness Many people practice mindfulness through yoga, tai chi or other forms of movement, often incorporating breathing exercises. Others rely on their smart watch or phone to ping them at the same time each day, urging them to practice it for a few minutes. While there […]

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Vertex Planning Partners / Planning, Retirement / January 18, 2023

Pay It Forward

Looking To Teach a Child Some Important Money Lessons? Consider a Roth Custodial IRA. You started early and have saved hard in your 401(k). You’ve also paid close attention to your investing strategy over the years. And you definitely understand the benefits of tax-deferred compounding over the long term and the potential for growth. Heck, […]

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