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
05/18/12: 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
05/16/12: 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
05/10/12: 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
Financial Insights Blog, Investment Answers, Quality of Life, retirement, Video
04/25/12: Often adult children, even after they've been on their own for some time, can be financially draining on their parents. This is more common than you think and it needs to be addressed as you make your financial plans. There is a conversation that needs to take place within a family with adult children. Greg Powell, President/CEO and Wealth Consultant at fi-Plan Partners talks about this family scenario and what to do about it. ... read more
04/04/12: If you knew you couldn't fail, what decisions would you make in your life? Greg Powell, President/CEO and Wealth Consultant talks about how asking that question can affect the your investments and goals in your life. Questions? Call or email Greg here. Note:Because of regulations, comments have been turned off. ... read more
Middle children over the years have developed a reputation of being overshadowed by older and younger siblings. Personally I am not the middle child, but I have many friends that will agree that the overlooked middle child rumors are at least partially true. In the investment world the title of “Middle Child” would have to be given to Mid-Cap stocks. Large-Caps are often household names and have a perception of stability because of their ... read more
03/28/12: Rule 72t is unknown to most investors who are wanting to generate income from their retirement assets. Greg Powell, President/CEO and Wealth Consultant explains Rule 72t, how it works and the stipulations required so the 10% IRS penalty can be waved. Call or email Greg here if you have any questions or concerns about your retirement or IRA. Note: Because of regulations, comments have been turned off. ... read more
03/21/12: When people do their own investing, many times they can get over their head and lose large portions of money. This can cause stress on a marriage and other relationships. With over 30 years experience in the financial industry, Greg Powell, CIMA, President/CEO and Wealth Consultant at fi-Plan Partners, talks in this video about how couples can overcome and avoid this situation and feel confident that they are on the right track to b ... read more
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