Resources

Category: Resources

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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October Webinar Series

Vertex Planning Partners / Resources, Uncategorized / October 2, 2020

How will the election affect your investments and future taxes? Don’t miss our 3 part webinar series in October. Learn more about each of the topics and guest speakers or register for each below. Election Impact on Markets – October 7, 3:30pm – WATCH THE RECORDING OF THE WEBINAR Market Outlook – October 14, 3:30pm […]

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Security Checks: Tips for Securing Your Online Transactions

Vertex Planning Partners / Resources / February 6, 2020

As technology continues to evolve, so too have the skills of cyber-criminals, who have honed their abilities to break through firewalls, stealing valuable personal data and funds. What steps might you consider to help secure your valuable personal and financial data when banking online? Consider the following tips as important baseline checks. Connect with caution. […]

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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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Your Roadmap: The Path

Vertex Planning Partners / Resources / June 7, 2019

In all of years we have combined in this business, we have had many conversations with clients about their hopes and dreams of where they see themselves in 5, 10 or even 20 years. Whether it is retirement, a vacation home purchase or walking their daughter down the aisle, we have been there to help […]

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Adding a Personal Backup With a Living Trust

Vertex Planning Partners / Resources / May 31, 2019

A living trust and a professional trustee can give you an emergency backup program for your finances The managers of well-run businesses usually name “backups” to keep things going smoothly — just in case. That’s also a smart plan for your personal finances, where you risk experiencing financial losses or other difficulties if you can’t […]

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What’s the Best Way to Give Money to Children and Grandchildren?

Vertex Planning Partners / Resources / May 1, 2019

There are several ways you might consider gifting money to your loved ones. In 2018, the IRS allows you to give up to $15,000 annually (or $28,000 if you give jointly with your spouse) in cash, investments, and/or property to each of as many people as you’d like without triggering gift taxes. (This limit may […]

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Brush Up on Your IRA Facts

Vertex Planning Partners / Resources / May 1, 2019

IRAs continue to play a prominent role in the retirement saving and investment strategies of Americans. If you are opening an individual retirement account (IRA) for the first time or need a refresher course on the specifics of IRA ownership, here are some facts for your consideration. IRAs in America IRAs continue to play an […]

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