Resources

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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Rebalancing

Vertex Planning Partners / Investing, Planning, Tax Changes / December 9, 2019

Most investors are aware of the importance of diversification, and as a rule diversification across asset classes (stock & bonds) helps to reduce risk.  After years like 2019 it can be especially important to not let risky assets drift out of range (become a larger portion of a portfolio) since as a portfolio grows in […]

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The Current Temperature

Vertex Planning Partners / Uncategorized / August 9, 2019

This summer has been interesting. Thus far, temperatures have been at a maximum for much of the country, while typical summer storms have been at a minimum. A parallel can be drawn for the financial markets: Major stock indexes are hovering near record levels, while other asset classes like bonds and gold have also participated […]

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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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Wealth Management Partnership Launches

Vertex Planning Partners / Press Releases / August 3, 2016

(Chicago, IL) August 4, 2016 – Vertex Planning Partners, a Midwest-based wealth management firm, successfully launched as a new financial advisory institution focusing on holistic generational planning in a collaborative culture for high net work clientele. The newly formed company becomes one of the largest independent wealth management firms in the Midwest, managing over $400 […]

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