Resources

February Webinars

Vertex Planning Partners / Investing, Planning, Resources / January 27, 2021

Don’t miss our February webinars:

DIGITAL SCAMS & HOW TO PROTECT YOURSELF – RECORDED February 18th at 3:30 CST – WATCH THE RECORDING OF THE WEBINAR

2021 MARKET OUTLOOK – RECORDED February 4th at 3:30 CST – WATCH THE RECORDING OF THE WEBINAR

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Recent Articles

Vertex Planning Partners / Planning / November 9, 2023

The Two Faces of Debt

Understanding Good Versus Bad Debt Can Help You Make Smart Financial Moves Credit card debt is a huge challenge for many people. According to Debt.org, Americans owe $986 billion on credit cards, surpassing the prepandemic high of $927 billion. While credit card debt is considered “bad debt,” it’s important to understand other types of debt […]

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Vertex Planning Partners / Planning, Retirement / October 16, 2023

Doing Some Tax Planning Now Can Pay Off Later in Retirement

For many people, retirement is not a time to slow down and stop. It’s a time to explore the next great chapters of your life and build upon everything you’ve learned and experienced so far. Another thing that doesn’t slow down or stop is taxes. Understanding how taxes could affect your future cash flow will […]

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