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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...
November 3, 2022
Higher Rates and Your Money
For the sixth time this year, the Federal Reserve has announced that they are raising interest rates in an attempt to fight inflation. In this episode, Bobby Norman talks about...
October 27, 2022
Social Security Cost of Living Adjustments
In this week’s educational episode, Trey Booth goes over the recent cost of living adjustment announced by the Social Security Administration and explains how it impacts individuals planning for retirement....
October 20, 2022
Inherited IRA Rule Changes
Listen to this week’s educational episode to hear Jason Hatley go over the recent RMD rule changes that the IRS has announced for inherited IRAs. Jason Hatley, CFP®, CPA,...
October 13, 2022
How the European Energy Crisis Affects the Global Economy
In this week’s educational episode, Ashley Page talks about the European energy crisis and how it could impact the world and US economy in terms of supply, imports, exports, and...
October 6, 2022
Operations and Year-End Checklist
Every year we sit down with the Operations team at Fi Plan Partners to point out important things that need to be done before the end of the year, which...
September 29, 2022
Returning Cash to Shareholders
Watch or listen to this week’s educational episode where Ty Miller talks about how shareholders can have cash returned to them in different ways, such as dividends. Ty Miller Associate...
September 12, 2022
Surprising September
Market Strength There was a lot of strength in the market last week, which is great to see considering we have to contend with the seasonally weak month of September....
September 8, 2022
Election Impact on Markets
Listen to this week’s educational episode to hear Bobby Norman go over the historical data surrounding the impact that political events, such as elections, have on the markets. Bobby...