Resources

Caring For Aging Parents

Vertex Planning Partners / Planning, Retirement / October 14, 2021

Many adults have aging parents who are in need of living and health care assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple options for financing the cost of the care. Living options Living alone: Depending on the […]

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September Webinars-Medicare

Vertex Planning Partners / Uncategorized / August 19, 2021

Our September Webinar series will focus on Medicare. Join our special guest, David Wylly from Medicare Solutions Network, to provide all the insights you need to know about Medicare in this two part series. From out-of-pocket costs to the role of supplemental insurance, we’ve broken the two webinars into two 45 minute sessions to ensure […]

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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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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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