Archive for the FAQs Category
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
FAQs, Quality of Life
04/20/12: At some point we all hope to retire and enjoy the fruits of our labor. In our investment firm, part of our financial planning process is to discuss how couples envision their retirement and what their dreams and goals are for their golden years. However, what if one spouse wants to retire and the other wants to keep working?
In the past, it was traditionally the husband who retired promptly at age 65, after receiving a gold watch f ... read more
FAQs, retirement
03/09/12: Just about every business that wants to succeed has a website. These days, a website can be thrown together in a manner of minutes on any number of "build your own click and drag" websites. On the other hand, a business can spend months developing, creating and fine tuning their site. Your company's website can work for you, against you or simply do nothing at all... which is the same as working against you in my book.
As the web des ... read more
FAQs, Small Business
1/20/12 It’s tax time again, and that means you may be considering contributing to an individual retirement account. I have attached a document with useful information for IRA and other plan contribution limits for both 2011 and 2012. I have included in the document the deadlines for opening an account, as well as making your contribution. To view or download this document click here.
It is important to know that fi-Plan Partners does not ... read more
FAQs, Financial Insights Blog, Investment Answers, Quality of Life
01/13/11 With 2011 in the rearview mirror, it is time to look ahead to this year and see what the markets will have in store. As we make these predictions we are reminded of the great quote from John Kenneth Galbraith, “The function of economic forecasting is to make astrology look respectable.” That being said we feel like these 12 predictions best represent our views on what is in store for investors in 2012.
Volatility is here to s ... read more
economic data, Economic Outlook, FAQs, Financial Insights Blog
11.21.11: As with most professions, financial advisors have developed a unique vocabulary that leaves outsiders wondering what exactly we are talking about. Like most advisors, I can be accused of using these terms and unintentionally muddying the waters at times.
If you are like me, you probably hate having a conversation with someone and not really know what they are talking about. One of our goals at fi-Plan Partners is not only to provide ... read more
FAQs, Investment Answers
11/18/11 This time of year brings out the history associated with Thanksgiving and Colonial Times. In our current economy, many people debate the value of money and its decreasing ability to purchase goods and services. We all know the value of money has changed drastically in the years since the first Pilgrims set foot on this continent, but the idea sparked my interest into what type of money the Colonists actually used. When you examine record ... read more
FAQs, Financial Insights Blog
10/21/11: Reasons every woman should have an insurance policy
Most young, single women don’t think about life insurance. In fact, less than 5% of all insurance policies sold in the past year have been contracts for single women. Most people in general don’t contemplate the need for life insurance until they get married, have a child, or incur a large debt. But even a single girl needs to give plenty of thought to purchasing a life insuranc ... read more
FAQs, Financially Smart Women, Quality of Life
10/14/11 Negotiating terms and fees with your credit card company
Whether it’s a result of trying to make ends meet during graduate school or falling victim to the lure of overpriced stilettos, most of us single girls have credit card debt. Overcoming the bad spending habits is just the first step. Paying off the debt in a timely manner is the next step. There are some quick and easy ways to negotiate the fees associated with your debt. Nego ... read more
FAQs, Financially Smart Women, Quality of Life
10/7/11 This time of year thousands of parents are writing checks for Fall semester tuition payments. To make the financial burden easier, parents should consider establishing a 529 College Saving Plan early on when planning for college. Below are some of the top benefits for establishing a 529. Depending on your state of residency, more benefits may also be available.
Federal Tax Benefits
529 plans offer unsurpassed income tax b ... read more
FAQs, Financial Insights Blog, Investment Answers
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