CARES Act Update: IRS Notice
The IRS released a notice that gives guidance on the new provision for Required Minimum Distributions. The CARES Act states that, because...
#467 Worry, Worry, Worry
The Wall of Worry The proverbial wall of worry is typically built by bricks of fundamental doubt. The fundamentals have been lacking in...
#466 Markets Open, Businesses Closing
Permanent Closings We are analyzing the Local Economic Impact Report that came out over the weekend from Yelp, a business review company with...
Inflation vs Deflation
Economic Impact With so much government stimulus lately, there has been a lot of talk in the public press about potential inflation. On...
#465 The Next 100 Days
The Market With virus cases spiking, why is the market not trading back like it did in March? A couple of points to make on that question. One...
Our Unique Approach
At Fi Plan Partners, we offer a wide range of services to our clients. We use a Democratized Family Office approach which makes the process...
#464 Interest Rates and Your Income
1981 At first, everybody was excited to learn that the Federal Reserve had dropped interest rates so low. They immediately thought about their...
Planning With A Purpose
In this pandemic, with all the economic situations going on, it’s important to know where you are with your money and to know that you are on...