Archive for the Quality of Life Category
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
04/27/12: 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
04/25/12: 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
Investment Answers, Quality of Life, retirement
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
Investment Answers, Quality of Life
02/01/12: Are you concerned about losing your job or something happening to the company you work for? Greg Powell, President/CEO and Wealth Consultant at fi-Plan Partners talks about what you need to do to be financially ready before such an event occurs.
If you have any questions or would like to talk with Greg, call (205) 989-3498 or email him here.
... read more
Investment Answers, Quality of Life, Video
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
01/11/12 To help our clients grow and protect their wealth, we work with CPA's to make sure they have a sound tax strategy. Greg Powell, CIMA, President/CEO and Wealth Consultant explains the advantages our clients have because of this approach in our unique financial planning process.
Email Greg here with comments and questions.
Note: The opinions voiced in this material are for general information and are not intended to be specific a ... read more
Financial Insights Blog, Quality of Life, Video
12/21/11 Looking for a teachable and life changing moment for your kids for Christmas? Greg Powell tells how one client gave his children stock certificates as a Christmas gift every year and how it changed their lives.
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 the S & P 500 can’ ... read more
Economic Outlook, Financial Insights Blog, Quality of Life, Video
12/9/11 With the current economy, many people are finding themselves financially strapped this holiday season and it may not be the best time to reach into your already strained pockets for the benefit of others. But charities need more help than ever because there are more people in need and also because consumers tend to drastically reduce their own giving during periods of financial downturn.
I want to show you how being a charitable person ... read more
Financial Insights Blog, Investment Answers, Quality of Life
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
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