Resources

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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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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April Webinars

Vertex Planning Partners / Uncategorized / April 8, 2021

Our April Webinar series will focus on Estate Planning. ESTATE PLANNING: WHERE TO START – RECORDED Thursday, April 22- 3:30PM CST – WATCH THE RECORDING IMPROVING YOUR ESTATE PLANNING – RECORDED Thursday, April 29 – 3:30pm CST – WATCH THE RECORDING

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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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December Webinar Series

Vertex Planning Partners / Uncategorized / December 3, 2020

Did you miss our 3 part webinar series in December? If so, or if you’d like to revisit some of the content, below you can access the videos of the recordings. Roth Conversions and Help Maximize 24% Tax – RECORDED December 2, 2020 – WATCH THE RECORDING OF THE WEBINAR Year-End Business Tax Planning – […]

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Tough Competition

Vertex Planning Partners / Uncategorized / December 1, 2020

Careful planning can help you manage competing financial priorities Does this sound familiar? You keep meaning to increase your retirement plan contribution, but there seem to be too many other financial priorities that get in the way. Fortunately, with a little planning, you can develop a strategy to cover those expenses and help stay on […]

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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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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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