Resources

Category: Resources

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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GONE PHISHING: PROTECTING AGAINST ONLINE ATTACKS

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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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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