Greg Meets George W. Bush
Reflections on the 43rd President and the economy
http://www.fiplanpartners.com/meetyourteam.htm
by Greg Powell, CIMA - President/CEO, Wealth Consultant
In August, at the LPL Financial National Conference, I had the honor of hearing the 43rd President of the United States speak. He spoke of his experiences as President, ranging from the 9/11 attack, the Afghanistan and Iraq wars, and the financial crisis. Regardless of your political views, there is no doubt that this was one of the most challenging times in our nation’s history. It was great to hear his perspective of what was taking place behind the scenes during this historical time period.
One particular section of his speech I thoroughly enjoyed was when he spoke about entrepreneurship, freedom, innovation, and...
[FULL STORY]
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A New Website for You
Information, service and access to your accounts
http://www.fiplanpartners.com
by Chris Davis, Director of Integrated Communications
Long gone are the days when people opened the Yellow Pages for information. The internet is faster, easier, and gives more information than one could possibly read in a lifetime. To better serve you, we have recently redesigned our website to provide you with the best information, service, and access to your accounts.
We have also updated our financial calculators which provide...
[FULL STORY]
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New Ways to Connect with fi-Plan Partners Online
Making it easier to receive the valuable information you need
http://www.fiplanpartners.com/connect.htm
by Chris Davis, Director of Integrated Communications
Just when we thought the internet was big enough, we have seen an explosion in online activity with people taking advantage of online tools like Facebook, Twitter, and LinkedIn. We are using these online communities to make it easier for people like you to connect with us and receive valuable information that gives you the knowledge you need to improve your life.
While many of our clients and friends have connected with us on Facebook, Twitter, and LinkedIn, many still are left wondering what this is all about. Because these social media tools can be intimidating even to frequent internet users, we have...
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The Benefits of Roths
The Roth individual retirement account (IRA)
has been an attractive retirement savings option since its inception
in 1998. However, income eligibility restrictions have prevented
many higher-income individuals from using this savings vehicle.
Two recent developments are changing that - the removal of income
limitations for Roth IRA conversions and tax laws making the Roth
401(k) permanent.
[FULL ARTICLE]
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Undoing a Roth Conversion
When converting a traditional individual
retirement account (IRA) to a Roth IRA, transferred amounts must
be included in income if taxable when withdrawn (i.e., contributions
and earnings in traditional IRAs and earnings in nondeductible
IRAs), but are exempt from the 10% federal income tax penalty.
[FULL ARTICLE]
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Is Your 401(k) Plan Enough?
If you work at a company that offers a 401(k)
plan, especially if the plan offers matching contributions, that
401(k) plan may be the most important part of your retirement
investment plan. But should it be the only part?
[FULL ARTICLE]
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Segregating Your Goals
Your willingness to assume risk with your
investments is not necessarily a static concept. You may be less
willing to take risk with investments designated for an essential
financial goal, while you may be more willing to take risk for
nonessential goals. However, those varying risk levels may be
difficult to assess if all of your investments are commingled
in one account
[FULL ARTICLE]
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Back to the Drawing Board
When's the last time you looked at your
retirement plans? Don't let the recent market declines cause you
to just give up and ignore your plans. Sure, you'll probably need
to make some changes. So go back to the basics and reconstruct
those plans, following these key steps.
[FULL ARTICLE]
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President & CEO Greg Powell
www.fiplanpartners.com
As president and CEO of fi-Plan Partners
I want you to know that our reputation is based on the difference
we make in the lives of our clients. We're dedicated to delivering
financial services to you with confidence, character and commitment
above and beyond the competition.
Join us at fi-Plan Partners, where the "fi"
stands for ...
- Financial Integrity
- Financial Independence
- Financial Intelligence
- Financial Improvement and
- Fulfilled Individual
Feel free to contact me via e-mail at
gpowell@fiplanpartners.com
or visit our Web site
www.fiplanpartners.com
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