Resources

Category: Planning

The Many Faces of Risk

Vertex Planning Partners / Planning, Resources / March 14, 2022

Knowing the different types of investment risk can help you cope with market volatility. When was the last time you checked your retirement plan balance? If your balance was less than it was the last time you checked, you probably felt a bit of pain. Everybody does. Where exactly does that pain come from? It’s […]

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Money Mantras

Vertex Planning Partners / Planning, Resources / February 14, 2022

Market swings causing you some anxiety? These four money mantras can help you overcome it. Whether it’s the continuing presence of the COVID-19 pandemic, a sudden boost in prices related to gas, food, housing and other essentials, supply chain hiccups, an uncertain labor market (or any number of other things), the stock market has certainly […]

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Go to the Head of the Class

Vertex Planning Partners / Planning, Retirement / November 11, 2021

Master these Social Security lessons to get a more realistic view of your retirement. According to Nationwide’s 8th Annual Social Security Consumer Survey, more than half of Americans express confidence that they know exactly how to optimize their Social Security benefits. However, only 6% actually understand all the factors that determine the maximum benefit someone […]

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Caring For Aging Parents

Vertex Planning Partners / Planning, Retirement / October 14, 2021

Many adults have aging parents who are in need of living and health care assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple options for financing the cost of the care. Living options Living alone: Depending on the […]

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MAKING SENSE OF MEDICARE PARTS A, B, C, AND D

Vertex Planning Partners / Planning, Retirement / August 16, 2021

With its four distinct parts, Medicare can be an alphabet soup of complexity. We provide an overview of the various components and how they impact your healthcare costs. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who […]

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The Basics of Financial Fitness

Vertex Planning Partners / Investing, Planning, Retirement / July 14, 2021

Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings. There’s a subjective uncertainty associated with financial wellness. Are you financially fit? And if so, how fit are you? While there is no clearly defined threshold for answering affirmatively, much less grading your level of fitness, there […]

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Medicare Options During Retirement

Vertex Planning Partners / Planning, Resources, Retirement / May 13, 2021

Americans 65 years of age and older face a number of choices when it comes to Medicare healthcare coverage. We look at the top considerations. Medicare is available to virtually all U.S. citizens and legal residents 65 years of age and over who have previously worked and paid U.S. taxes or who are/were married to […]

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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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4 Financial Planning Strategies during a Market Downturn

Vertex Planning Partners / Investing, Planning, Retirement, Tax Changes / May 7, 2020

During periods of market volatility, it is very normal to pay close attention to your portfolio while putting other aspects of your financial life on hold.  However, there are many important planning items that should not be overlooked during these times.  Here are a four planning ideas that can be implemented during market downturns that […]

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3 Wealth Transfer Strategies to Help with Changes to the “Stretch IRA”

Vertex Planning Partners / Estate Planning, Planning, Retirement, Tax Changes / March 13, 2020

Since the passing of the SECURE Act, many account holders of IRAs are concerned for the tax burden on their heirs since the abandonment of the so-called “Stretch IRA.” Below we highlight 3 potential wealth transfer planning opportunities that we may discuss with our clients: Life Insurance Due to the loss of the ‘stretch’, it […]

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