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05/18/12: What is the worst mistake an investor can make in this economy? Greg Powell, CIMA, Pre
05/16/12: Most people have investments but they do not know the answer to this question. Greg P
05/25/12: As you enter and move through your peak earning years, you’ll likely see your net worth
05/23/12: With so much going on in Europe, there could be major impact on your investments. The
05/21/12: As we always do at the beginning of the market week, we wanted to give you a “look ahea
05/16/12: Most people have investments but they do not know the answer to this question. Greg Powell, President and CEO explains how you can find the answer to that question.
If you have questions concerning your financial situation in retirement, call Greg at 989-3498 or email him here.
Note: Due to regulations, comments have been turned off. ... read more
05/18/12: What is the worst mistake an investor can make in this economy? Greg Powell, CIMA, Pres/CEO and Wealth Consultant at fi-Plan Partners gives you that answer and steps you need to take to be proactive in this current economic climate.
Email Greg here with your feedback, comments, or questions.
Note: The opinions voiced in this material are for general information and are not intended to be specific advice. Any indices such as th ... read more
05/25/12: As you enter and move through your peak earning years, you’ll likely see your net worth steadily increase. However, you will still have some planning to do before reaching your financial goals, which is why it is so important to a solid plan in place. Here are a two ideas to keep you on track.
Tax Planning
Chances are your income tax bracket is higher now than it was during your early years in the workforce and is more than ... read more
05/23/12: With so much going on in Europe, there could be major impact on your investments. The world is tied together economically and Greg Powell, President/CEO and Wealth Consultant at fi-Plan Partners explains several different ways it could impact you.
If you have specific questions about your investments, give Greg a call at (205) 989-3498 or email him here.
Note: Due to regulations, comments have been turned off. ... read more
05/21/12: As we always do at the beginning of the market week, we wanted to give you a “look ahead” at a few items that we will be tracking carefully during the next few days as we move towards Memorial Day. These are just a few opinions that we have, and as with life, nothing is certain about them.
1. First, here is a “week-at-a-glance” view of several key market drivers for the next five business days. Beginning today, the i ... read more
05/18/12: An important element in a sound financial plan can be Social Security. Recently the Social Security Administration has made it easier to review your eligibility and benefit amounts through the government program. Now your Social Security statement can be viewed online. According to their official website, you will be able to see the following valuable information:
Estimates of the retirement and disability benefits you may receive
... read more
05/14/12: As we always do at the beginning of the market week, we wanted to give you a “look ahead” at a few items that we will be tracking carefully during the next few days. These are just a few opinions that we have, and as with life, nothing is certain about them.
1. First, here is a “week-at-a-glance” view of several key market drivers for the next five business days. Beginning today, the focus continues to be “across ... read more
05/10/12: The big "if" is anything that could potentially throw you off track to achieve retirement. This "if" could come in many forms. At fi-Plan Partners we help take the anxiety out of the "if's" for our clients. Greg Powell, President/CEO and Wealth Consultant, explains how this is done.
If you have questions or concerns about your retirement, call or email Greg here.
Note: Because of regulations, comments have been turned off. ... read more
05/07/12: As we always do at the beginning of the market week, we wanted to give you a “look ahead” at a few items that we will be tracking carefully during the next few days. These are just a few opinions that we have, and as with life, nothing is certain about them.
1. Here is a “week-at-a-glance” view of several key market drivers for the next five business days. Beginning today, the Federal Reserve will release consumer data f ... read more
05/01/12: As we bring April to a close and begin the month of May, it’s really hard to believe that four months of 2012 are already in the books. At the beginning of this market week, we wanted to give you a “look ahead” at a few items that we, as an investment firm, will be tracking carefully during the next few days. These are just a few opinions that we have, and as with life, nothing is certain about them.
1. First, here is a “ ... read more
04/27/12: Although it's an unfortunate situation, I often deal with clients who have a loved one that has been diagnosed with some form of Dementia or Alzheimer's. Anyone facing this type of situation wants to be focused on their loved one rather than dealing with stressful financial decisions.
If you are dealing with this type of scenario, the first thing you should do is surround yourself with a team of professionals who are experienced in ... read more
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