News & Resources

Recent Articles

Tax Efficient Investment Strategies

Vertex Planning Partners
March 26, 2025

Conducting a SWOT Analysis Before Selling Your Business

Vertex Planning Partners
March 13, 2025

Understanding Tax Deductions and Credits

Vertex Planning Partners
March 5, 2025

How to Discuss Finances with Your Partner

Vertex Planning Partners
February 25, 2025

How to Assess Your Business’s Market Value

Vertex Planning Partners
February 19, 2025

How Couples Can Manage Money Together

Vertex Planning Partners
February 12, 2025

Understanding the Current Market for Business Sales in Your Industry

Vertex Planning Partners
February 5, 2025

Reviewing and Adjusting Investment Portfolios for the Year Ahead

Vertex Planning Partners
February 4, 2025

Setting Realistic Goals for Your Business Sale

Vertex Planning Partners
January 29, 2025

The Strategic Art of Early Business Sale Preparation: Your Roadmap to Success

Vertex Planning Partners
January 24, 2025

5 Signs It’s Time to Consider Selling Your Business

Vertex Planning Partners
January 15, 2025

Strategies for Budgeting and Saving

Vertex Planning Partners
January 13, 2025

Setting Financial Resolution for the New Year

Vertex Planning Partners
December 17, 2024

Is Charitable Giving Part of Your Financial Plan

Vertex Planning Partners
November 18, 2024

Developing a Holiday Spending Plan

Vertex Planning Partners
October 14, 2024

Evaluating Life Insurance Needs

Vertex Planning Partners
September 17, 2024

Teach Your Children Well: Basic Financial Education

Vertex Planning Partners
August 15, 2024

Diversification Strategies

Vertex Planning Partners
July 18, 2024

10 Benefits of a Better Credit Rating

Vertex Planning Partners
June 19, 2024

The Power of Debt as an Asset: Transforming Liabilities into Opportunities

Vertex Planning Partners
June 19, 2024

Tech Support Scams

Vertex Planning Partners
May 13, 2024

Securing Mobile Devices

Vertex Planning Partners
April 15, 2024

Best Practices When Storing Files in “the Cloud”

Vertex Planning Partners
April 3, 2024

Reality Check on Your Retirement Savings

Vertex Planning Partners
December 12, 2023

The Two Faces of Debt

Vertex Planning Partners
November 9, 2023

Doing Some Tax Planning Now Can Pay Off Later in Retirement

Vertex Planning Partners
October 16, 2023

Volunteering Comes with Benefits

Vertex Planning Partners
September 13, 2023

Healthier Lifestyle, Longer Life

Vertex Planning Partners
August 17, 2023

When to Begin Collecting Social Security

Vertex Planning Partners
July 10, 2023

Optimizing Required Minimum Distributions

Vertex Planning Partners
June 12, 2023

Top of Mind

Vertex Planning Partners
February 10, 2023

Pay It Forward

Vertex Planning Partners
January 18, 2023

Webinars: Tax Planning & Investment Solutions

Vertex Planning Partners
October 27, 2022

Taking a Hike

Vertex Planning Partners
October 11, 2022

Eliminate the Guesswork

Vertex Planning Partners
July 14, 2022

The Many Faces of Risk

Vertex Planning Partners
March 14, 2022

Money Mantras

Vertex Planning Partners
February 14, 2022

Easy Reference Tax Guide

Vertex Planning Partners
February 10, 2022

Aspire Planning Group merges with Vertex Partners

Vertex Planning Partners
January 27, 2022

Find Your Happy Place

Vertex Planning Partners
January 24, 2022

Go to the Head of the Class

Vertex Planning Partners
November 11, 2021

Caring For Aging Parents

Vertex Planning Partners
October 14, 2021

September Webinars-Medicare

Vertex Planning Partners
August 19, 2021

MAKING SENSE OF MEDICARE PARTS A, B, C, AND D

Vertex Planning Partners
August 16, 2021

The Basics of Financial Fitness

Vertex Planning Partners
July 14, 2021

GONE PHISHING: PROTECTING AGAINST ONLINE ATTACKS

Vertex Planning Partners
June 10, 2021

Medicare Options During Retirement

Vertex Planning Partners
May 13, 2021

April Webinars

Vertex Planning Partners
April 8, 2021

2021 Tax Facts

Vertex Planning Partners
February 5, 2021

February Webinars

Vertex Planning Partners
January 27, 2021

December Webinar Series

Vertex Planning Partners
December 3, 2020

Tough Competition

Vertex Planning Partners
December 1, 2020

October Webinar Series

Vertex Planning Partners
October 2, 2020

4 Financial Planning Strategies during a Market Downturn

Vertex Planning Partners
May 7, 2020

3 Wealth Transfer Strategies to Help with Changes to the “Stretch IRA”

Vertex Planning Partners
March 13, 2020

Security Checks: Tips for Securing Your Online Transactions

Vertex Planning Partners
February 6, 2020

Investing During An Outbreak

Vertex Planning Partners
February 6, 2020

The SECURE Act: What It Is and How It Will Impact Retirement

Vertex Planning Partners
January 14, 2020

Identity Theft and Taxes

Vertex Planning Partners
January 10, 2020

Rebalancing

Vertex Planning Partners
December 9, 2019

Make A Dream, A Reality

Vertex Planning Partners
November 11, 2019

How Inflation Threatens Retirees

Vertex Planning Partners
October 10, 2019

Paying for College 101 Video

Vertex Planning Partners
September 12, 2019

529 Plans: Taking Distributions

Vertex Planning Partners
September 12, 2019

The Current Temperature

Vertex Planning Partners
August 9, 2019

Your Roadmap: The Path

Vertex Planning Partners
June 7, 2019

Adding a Personal Backup With a Living Trust

Vertex Planning Partners
May 31, 2019

What’s the Best Way to Give Money to Children and Grandchildren?

Vertex Planning Partners
May 1, 2019

Brush Up on Your IRA Facts

Vertex Planning Partners
May 1, 2019

Wealth Management Partnership Launches

Vertex Planning Partners
August 3, 2016

2018 Retirement Trends to Watch

Vertex Planning Partners
May 16, 2016