Resources

Category: Planning

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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Investing During An Outbreak

Vertex Planning Partners / Investing, Planning / February 6, 2020

Over the past weeks, the world has been hit with terrifying news, a viral outbreak has inflected almost 25,000 people, killing at least 490 people. The United States imposed travel restrictions on movements to and from China, and even China has closed transportation of Wuhan, a city of 11 million people. For comparison, consider the […]

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The SECURE Act: What It Is and How It Will Impact Retirement

Vertex Planning Partners / Planning, Resources, Retirement, Tax Changes / January 14, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, passed in December 2019, includes many bi-partisan reforms that increase access to workplace plans and expand retirement savings. The retirement legislation includes policy changes that will impact defined contribution (DC) plans, defined benefit (DB) plans, individual retirement accounts (IRAs) and 529 plans. Below are two […]

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Identity Theft and Taxes

Vertex Planning Partners / Investing, Planning / January 10, 2020

Identity theft is one of the fastest growing crimes in America affecting millions of unsuspecting individuals each year. A dishonest person who has your Social Security number can use it to obtain tax and other financial and personal information about you. Identity thieves can get your Social Security number by: Stealing wallets, purses, and your […]

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Rebalancing

Vertex Planning Partners / Investing, Planning, Tax Changes / December 9, 2019

Most investors are aware of the importance of diversification, and as a rule diversification across asset classes (stock & bonds) helps to reduce risk.  After years like 2019 it can be especially important to not let risky assets drift out of range (become a larger portion of a portfolio) since as a portfolio grows in […]

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