Category: Resources

Volunteering Comes with Benefits

Vertex Planning Partners / Resources / September 13, 2023

The pandemic increased the number of people seeking help from nonprofits, but decreased the number of volunteers available (or willing) to help out. Now that most mask mandates have been lifted and we’ve adapted to the “new normal,” it’s time to consider volunteering to support your community, the causes and organizations you believe in—and yourself. […]

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Healthier Lifestyle, Longer Life

Vertex Planning Partners / Resources / August 17, 2023

Life expectancy declines in the U.S., but is rebounding in other countries. It may still be too early to talk about life expectancy in a post-pandemic world, but it’s been obvious to researchers for years that Americans have a shorter life expectancy than their counterparts in Germany, the United Kingdom, Austria, France, Belgium, the Netherlands, […]

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Optimizing Required Minimum Distributions

Vertex Planning Partners / Planning, Resources / June 12, 2023

Seventy-three is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from Individual Retirement Accounts (IRAs) and employer-sponsored retirement plans (previously, the threshold was 72). The milestone carries with it tax consequences that are not fixed. Rather, there are […]

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Top of Mind

Vertex Planning Partners / Resources / February 10, 2023

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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Taking a Hike

Vertex Planning Partners / Investing, Resources / October 11, 2022

Four ways interest Rate Hikes Can Affect Your Finances Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor or doing almost any other thing that requires spending money for something. Earlier this year, […]

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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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Easy Reference Tax Guide

Vertex Planning Partners / Resources / February 10, 2022

With tax season upon us, we wanted to share an Easy Reference Tax Guide for 2022. Included are the brackets for: 2022 Estate & Gift Tax Rates Traditional and Roth IRAs Qualified Plans Personal Tax Items Income Tax Education Incentive Social Security Required Minimum Distributions SEE THE TAX GUIDE>  

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Vertex Planning Partners / Resources / June 10, 2021

Identity theft is a growing concern that impacts millions of Americans every year. According to a recent study,1⁠1 more than 14 million Americans fell victim to online theft in 2018, with 23% of of those incurring unreimbursed personal expenses, up three-fold from just two years prior. Identity theft occurs when a thief obtains your personal […]

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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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