Watch this week’s educational episode to hear Adam Vansant walk you through how to access tax documents on Account View.

Finding Tax Documents on Account View

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Watch this episode where the Portfolio Team delves into the lasting effects of the pandemic on the economy and market. Hear about the latest economic data reports and gain insights on the Federal Reserve’s actions to mitigate the impact. Watch the full episode to learn more.   Greg Powell, CIMA® President and CEO Wealth Consultant […]

Fed Dilemma

Join Greg Powell and the Financial Planning team at Fi Plan Partners in this week's episode as they delve into essential topics often overlooked by Business Owners. Gain valuable insights on selling your business, buy-sell agreements, tax implications, and more.

Don't miss out on this opportunity to learn more about how you can work to secure a financial future for yourself and your business.

Topics That Business Owners Overlook

Dive into this week's episode as the Portfolio Team tackles recent client inquiries on market trends, investment returns, interest rates, and more. Gain valuable insights on how the team strategizes to navigate these crucial topics moving forward.

Market Returns and Fed Policy

In this week’s episode, Jason Hatley provides a comprehensive overview of Qualified Charitable Distributions. QCDs are a tax-efficient way for individuals who are 70 ½ years or older to donate to charity directly from their IRA. By making a QCD, individuals can satisfy their Required Minimum Distribution (RMD) while also reducing their taxable income. Watch […]

Qualified Charitable Distributions

In this episode, the Portfolio Team talks about the importance of dividends and how they have historically helped offset inflation. Watch to learn more about investment strategies, consumer income, and more.     Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email […]

Finding Tax Documents on Account View

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