Archive for the retirement Category
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
Investment Answers, retirement
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
Investment Answers, retirement
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
Investment Answers, retirement, Video
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
Investment Answers, Quality of Life, retirement
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
Do you believe there is a better way to plan for your financial future, with potentially less risk, better service and strategies designed to protect and grow your wealth? At fi-Plan Partners, we are different in the way we have an entire team of investment specialists to work with you. Greg Powell, President/CEO and Wealth Consultant explains the advantage investors have when working with fi-Plan Partners.
... read more
Inside fi-Plan Partners, Investment Answers, retirement, Video
11.11.11: Over the years as a Financial Advisor and a Wealth Consultant, I’ve help many people transition into the glorious world of “RETIREMENT”. I’ve also seen that “retirement” means different things to different people. Retirement could mean finally having the financial ability to leave the job someone has had all of their adult life in order to pursue the career they’ve always dreamed of having. It could mean exiting the ... read more
Investment Answers, retirement
10/28/11: For the first time since 2009, Social Security recipients will be receiving a long awaited cost of living increase. A benefit increase of 3.6% will begin in 2012 and for the individual who collects the average Social Security check of $1,082 it will increase by $38.95 per month or $467 a year. This improvement in monthly benefits will also be felt by Supplemental Security Income (SSI) recipients. All toll, approximately 60 million Amer ... read more
Investment Answers, retirement
Listen to the Podcast here: (5:43 min.)
[audio:http://fiplanpartners.com/audio/YFH6.8.10.mp3]
Right Click Here To Download
There are two confessions I need to make in this blog. First, I am generally a very positive person who likes to be realistic and at the same time, I’m always looking for trends that can rise above the bad news. Secondly, I am a book-aholic. Yes, I love to read and over the years, one of the philosophies I have de ... read more
Financial Insights Blog, Government, Quality of Life, retirement
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