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 / 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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