4 days ago
Finding Tax Documents on Account View
Watch this week’s educational episode to hear Adam Vansant walk you through how to access tax documents on Account View. Adam Vansant, AIF®, BFA™ Senior Vice President of Operations...
March 2, 2023
ETFs Vs. Mutual Funds
Watch or listen to this week’s educational episode to learn the difference between ETFs and mutual funds. Ty Miller Associate Vice President Email Ty Miller here Fi Plan Partners...
February 17, 2023
Behind the Screens
You don’t want to miss this week’s special episode of Investors’ Insights, where Greg Powell and Trey Booth answer a popular question that we often hear, “What is the purpose...
February 17, 2023
An 18th Anniversary Celebration
As we celebrate the 18th anniversary of Fi Plan Partners, we wanted to share a special message from our fearless leader, Greg Powell, to thank you for an incredible 18-year...
February 9, 2023
The Pros and Cons of Preferred Stocks
In this week’s educational episode, Ashley Page talks about preferred stocks and explains how they are different from bonds and common stocks. Fi Plan Partners is an independent investment...
January 26, 2023
Tax Loss Harvesting
Watch or listen to this week’s educational episode to hear Trey Booth and Ty Miller talk about the possible benefits of a down market when it comes to taxes. ...
January 19, 2023
Unrealized vs Realized Gains and Losses
Listen to this week’s educational episode, where Ty Miller talks about taxable events in relation to gains and losses and how to know when it is considered realized versus unrealized....
January 5, 2023
The Impact of Interest Rates on Housing Costs
Watch or listen to this week’s educational episode, where Trey Booth talks about the impact that interest rates have on the cost of mortgage payments and home prices, as well...
December 1, 2022
Is Your Life Insurance the Best for You?
In this week’s educational episode, Mark Hume talks about the different types of life insurance and how important it is to make sure what you have is right for you....
November 10, 2022
2023 Tax Planning
Recently the IRS released the changes they are making to tax brackets, standard deductions, IRA contribution limits, and more. Watch or listen to this week’s educational episode to hear Mark...