Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
FINANCIALPLANPARTNERS.COM
Estate Management Checklist
Financial Plan Partners updated their info in the about section.
Financial Plan Partners updated their phone number.
Financial Plan Partners updated their address.
Financial Plan Partners updated their address.
Where there's a will there's a way. Don't leave your estate unattended—update your documents.
FINANCIALPLANPARTNERS.COM
Critical Estate Documents
If you died, what would happen to your email archives, social
profiles, and online accounts?
FINANCIALPLANPARTNERS.COM
Safeguard Your Digital Estate
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
FINANCIALPLANPARTNERS.COM
Monthly Market Insights | October 2020
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
FINANCIALPLANPARTNERS.COM
Social Security: By the Numbers
Good to know! Thanks to the National Law Review
NATLAWREVIEW.COM
Options for Certification as a Women-Owned Small Business (WOSB) or Economically Disadvantaged Women-Owned Small Business (EDWOSB) Under the New SBA Rules
Learn more about whether you need to pay estimated taxes.
FINANCIALPLANPARTNERS.COM
You May Need to Make Estimated Tax Payments If…
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
FINANCIALPLANPARTNERS.COM
How to Read Your Credit Report
Nerdy - love the info!
EVENTS.R20.CONSTANTCONTACT.COM
FSP-Twin Cities Program | November 5, 2020
Attention Estate Executors: Do you know about the Alternate Valuation Date?
FINANCIALPLANPARTNERS.COM
Understanding the Alternate Valuation Date
Celebrate your favorite Women Owned business in October - National Women's Small Business Month!
DAILYNORTHWESTERN.COM
Female small business owners share stories and advice
Many have heard they should avoid probate; do you understand what probate is and how it works?
FINANCIALPLANPARTNERS.COM
Problems with Probate
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
FINANCIALPLANPARTNERS.COM
Understanding Marginal Income Tax Brackets
Here are 10 groups to look to for funding your business growth. Check it out!!
USCHAMBER.COM
Funding Options for Women-Owned Businesses
There are benefits and limitations when using a living trust. #LivingTrust
FINANCIALPLANPARTNERS.COM
A Living Trust Primer
The tax rules that govern donating art are complex and confusing. #taxes #art
FINANCIALPLANPARTNERS.COM
Donating Art: Taxation Abstraction
How do you find care for your special-needs child?
FINANCIALPLANPARTNERS.COM
Tips for Finding Care for Your Disabled Child
“It’s okay to be afraid, but it’s not okay to let it ruin your decision-making process. There’s always a reason to be afraid. But should you let that take over? Hell, no.”
Venus Williams, Tennis champion & Olympic gold medalist
FORBES.COM
Venus Williams’ Advice For Entrepreneurs: Don’t Let Fear Take Over—Just Push Through It
Even low inflation rates can impact your retirement outlook over time.
FINANCIALPLANPARTNERS.COM
Inflation - Back to the Future
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
FINANCIALPLANPARTNERS.COM
Estate Management 101
Voter turnout for a U.S. presidential election was the highest in modern history. The latest commentary from @CeteraIM discusses the election uncertainty, potential outcomes, and investment implications. Read more @ https://bit.ly/2Gt4sqp
#economy #markets #stocks #election2020
Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
FINANCIALPLANPARTNERS.COM
What Is a 1035 Exchange?
What can we learn from these incredible women?
BLACKENTERPRISE.COM
15 Black Women Business Owners Win Grants of $10,000 Each
The truth is a little more complicated with these personal finance idioms.
FINANCIALPLANPARTNERS.COM
The Latte Lie and Other Myths
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
FINANCIALPLANPARTNERS.COM
Tax Deductions You Won't Believe
Valuation is important for business succession, estate taxes andeven qualifying for a loan.
FINANCIALPLANPARTNERS.COM
What is the Value of Your Business?
This day and every day we are grateful for our veterans and the sacrifices they have made.
Regardless of your age, gender, industry, or company size, you will eventually need to exit from your business. How well you exit and how much you get for selling your business is largely dependent upon how well and how early you plan....
FINANCIALPLANPARTNERS.COM
Exit Planning - What the heck is that?
I'm looking forward to this!
EVENTBRITE.COM
Protecting the Dash - The Importance of Disability Income Insurance
The sooner you begin investing, the longer your money can work for you.
FINANCIALPLANPARTNERS.COM
The Cost of Procrastination
There are billions in unclaimed dollars in the US. Is some of that yours?
FINANCIALPLANPARTNERS.COM
Surprise! You’ve Got Money!
What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now.
FINANCIALPLANPARTNERS.COM
The Average American Budget
Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
FINANCIALPLANPARTNERS.COM
How to Make the Tax Code Work for You
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
FINANCIALPLANPARTNERS.COM
Understanding Marginal Income Tax Brackets
Women Venture is a Twin Cities Institution. Check it out!
WomenVenture CEO started in one kind of crisis and is about to leave after another
How much do you know about stocks?
FINANCIALPLANPARTNERS.COM
How Stocks Work
In November, stock prices powered higher and energized investors thanks to a month-long succession of positive news events.
FINANCIALPLANPARTNERS.COM
Monthly Market Insights | December 2020
The tax rules that govern donating art are complex and confusing. #taxes #art
FINANCIALPLANPARTNERS.COM
Donating Art: Taxation Abstraction
A great read out an amazing woman!
THESTATEOFWOMEN.COM
Women Changemakers: Dr. Artika R. Tyner, Freedom Fighter - The State of Women
How literate are you when it comes to your finances? Brush up with these five basics.
FINANCIALPLANPARTNERS.COM
The Five Basics of Financial Literacy
Let me know if I can help with items 1 & 2.
KIPLINGER.COM
The Pandemic Has Hit Women Hard: 6 Tips to Bounce Back | Kiplinger
Increase #worker #productivity and motivate your #employees with these five simple and inexpensive ideas.
FINANCIALPLANPARTNERS.COM
Creative Ways to Motivate Your Employees
This is an interesting read about funding for women business owners of color. Check it out!
FASTCOMPANY.COM
What supporting female founders of color taught me about funding, partnership, and equity
15-year vs. 30-year: know your refinancing options.
FINANCIALPLANPARTNERS.COM
Lots of Variables with Fixed-Rate Mortgages
Learn more about whether you need to pay estimated taxes.
FINANCIALPLANPARTNERS.COM
You May Need to Make Estimated Tax Payments If…
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
FINANCIALPLANPARTNERS.COM
Put It in a Letter
Saving for college doesn’t have to be as complicated as college itself.
FINANCIALPLANPARTNERS.COM
Saving for College 101
15-year vs. 30-year: know your refinancing options.
FINANCIALPLANPARTNERS.COM
Lots of Variables with Fixed-Rate Mortgages
I love the idea of "focusing on gradual progress". What's your favorite suggestion?
BTHECHANGE.COM
How the Lessons and Events of 2020 Can Carry Us Forward
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
FINANCIALPLANPARTNERS.COM
18 Years’ Worth of Days
Lake Superior is AWESOME!
Joan Gilles
December 18 at 11:14 AM ·
We enjoyed our mini-vacation to Lake Superior!!
A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.
FINANCIALPLANPARTNERS.COM
Estate Management 101
Learn more about whether you need to pay estimated taxes.
FINANCIALPLANPARTNERS.COM
You May Need to Make Estimated Tax Payments If…
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
FINANCIALPLANPARTNERS.COM
Put It in a Letter
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
FINANCIALPLANPARTNERS.COM
Weighing the Benefits of Prepaid Debit Cards
If you died, what would happen to your email archives, social
profiles, and online accounts?
FINANCIALPLANPARTNERS.COM
Safeguard Your Digital Estate
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
FINANCIALPLANPARTNERS.COM
Buying vs. Leasing a Car
I love the idea of "focusing on gradual progress". What's your favorite suggestion?
How the Lessons and Events of 2020 Can Carry Us Forward
The average #retirement lasts for 18 years. Are you prepared to fill that many days?
FINANCIALPLANPARTNERS.COM
18 Years’ Worth of Days
Lake Superior is AWESOME!
Joan Gilles
December 18 at 11:14 AM ·
We enjoyed our mini-vacation to Lake Superior!!
As complex as the details of taxes can be, the income tax process is fairly straightforward.
FINANCIALPLANPARTNERS.COM
How Income Taxes Work
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
FINANCIALPLANPARTNERS.COM
How to Read Your Credit Report
2020 was a difficult year. It is easy to find things to complain about, get depressed about and/or get angry about. Those are all natural and expected responses from such a significant and negative shock as a global pandemic. Many of...
FINANCIALPLANPARTNERS.COM
2020 - Synthesizing the Year
Good info on "round 2" of the PPP loans.
ENTREPRENEUR.COM
New Stimulus Bill Includes Second Round of PPP Loans for Small Business and Forgiveness Rule Changes Favorable to Borrowers
Thinking about a prepaid debit card? Consider the pros and cons. #debitcard
FINANCIALPLANPARTNERS.COM
Weighing the Benefits of Prepaid Debit Cards
If you died, what would happen to your email archives, social
profiles, and online accounts?
FINANCIALPLANPARTNERS.COM
Safeguard Your Digital Estate
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
FINANCIALPLANPARTNERS.COM
Monthly Market Insights | January 2021
The savings rate is the government’s estimate of how much U.S. households are saving.
FINANCIALPLANPARTNERS.COM
U.S. Personal Savings Rate
2020 was a difficult year. It is easy to find things to complain about, get depressed about and/or get angry about. Those are all natural and expected responses from such a significant and negative shock as a global pandemic. Many of...
FINANCIALPLANPARTNERS.COM
2020 - Synthesizing the Year
So MANY GREAT things in this article. Ms. Monson says small business owners should be 1) committed to never stop learning 2) focused on developing exceptional skills and 3) ready to manage change. Sounds like every woman business owner I've ever met!
Tell me your story!
THRIVEGLOBAL.COM
Catherine Monson of FASTSIGNS International: “Your mind is your greatest asset”
When giving to charity, some make cash donations. Others want a more sophisticated strategy. #CharitableGiving
FINANCIALPLANPARTNERS.COM
Trends in Charitable Giving
As complex as the details of taxes can be, the income tax process is fairly straightforward.
FINANCIALPLANPARTNERS.COM
How Income Taxes Work
Looking forward to learning more.
MAINSTREETALLIANCE.ORG
New Small Business Programs Available Soon! - Join us for an Explanation
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
FINANCIALPLANPARTNERS.COM
“Dirty Dozen” Tax Scams to Watch For
Great article about a great leader in Equal Rights. Suzann Willhite - way to go!
#equalisequal #era #eramn
WOMENSPRESS.COM
VIEW: Suzanne Willhite, “Seeking Equality”
Good info on the "new" small-business relief program. Are you planning to use it?
NYTIMES.COM
Here’s how the new small-business relief program start will work.
Ben Franklin used compound interest to make big contributions to his two favorite cities.
FINANCIALPLANPARTNERS.COM
The Power of Compound Interest
In December, stock prices rallied thanks to multiple COVID-19 vaccines and the signing of a new fiscal relief bill.
FINANCIALPLANPARTNERS.COM
Monthly Market Insights | January 2021
Great tips! What has your experience been?
NERDWALLET.COM
PPP Loan Tips for Minority, Women Business Owners - NerdWallet
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
FINANCIALPLANPARTNERS.COM
Encore Careers: Push Your Boundaries
Are you overpaying your #taxes? Here’s five overlooked #tax #deductions.
FINANCIALPLANPARTNERS.COM
Five Most Overlooked Tax Deductions
When was the last time you checked your credit score? #CreditScore
FINANCIALPLANPARTNERS.COM
How Does Your Credit Score Compare?
Looking forward to learning more.
MAINSTREETALLIANCE.ORG
New Small Business Programs Available Soon! - Join us for an Explanation
Every year the IRS releases a list of tax scams: Read and beware. #taxes #taxscams #scams
FINANCIALPLANPARTNERS.COM
“Dirty Dozen” Tax Scams to Watch For
Women are concerned about running out of money in retirement and more than half want their advisors to educate them on strategies to protect against investment risk and how to prudently spend each year to ensure they don’t outlive their assets according to the “retirement Literacy Report” from the Center for Women in Financial Services.
Let’s talk about how we can prioritize the understanding of retirement savings vehicles and how guaranteed income fits into a retirement income strategy.
Contact us today for a free evaluation of your retirement income strategies.
How to do good while doing well. What causes are important to you?
FORBES.COM
Council Post: How To Identify And Execute A Cause Marketing Campaign
Retirement may change your perception of investment risk.
FINANCIALPLANPARTNERS.COM
Your Changing Definition of Risk in Retirement
Ever wonder about those free credit scores you get once a year? #creditscore #credit
FINANCIALPLANPARTNERS.COM
The Lowdown on Those Free Credit Scores
Great tips! What has your experience been?
NERDWALLET.COM
PPP Loan Tips for Minority, Women Business Owners - NerdWallet
Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.
Encore Careers: Push Your Boundaries
M0 is the total of all physical currency worldwide. What’s it look like?
FINANCIALPLANPARTNERS.COM
How Big is Money?
If you died, what would happen to your email archives, social
profiles, and online accounts?
FINANCIALPLANPARTNERS.COM
Safeguard Your Digital Estate
Never get stuck with the check again after watching this.
FINANCIALPLANPARTNERS.COM
No Cash, No Checks, No Problem
Women are concerned about running out of money in retirement and more than half want their advisors to educate them on strategies to protect against investment risk and how to prudently spend each year to ensure they don’t outlive their assets according to the “retirement Literacy Report” from the Center for Women in Financial Services.
Let’s talk about how we can prioritize the understanding of retirement savings vehicles and how guaranteed income fits into a retirement income strategy.
Contact us today for a free evaluation of your retirement income strategies.
How to do good while doing well. What causes are important to you?
FORBES.COM
Council Post: How To Identify And Execute A Cause Marketing Campaign
Retirement may change your perception of investment risk.
FINANCIALPLANPARTNERS.COM
Your Changing Definition of Risk in Retirement
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
FINANCIALPLANPARTNERS.COM
Monthly Market Insights | February 2021
Learn more about whether you need to pay estimated taxes.
FINANCIALPLANPARTNERS.COM
You May Need to Make Estimated Tax Payments If…
Should you really benchmark your retirement against averages? Wouldn't it be better to work with an advisor who can show you (specifically) how much you NEED to have at retirement?
Contact me to find out about your situation!
THESTREET.COM
The Average 401(k) Balance by Age
I'm looking forward to this presentation!
EVENTBRITE.COM
WIFS Twin Cities Presents Financial Success from Soul-Aligned Confidence
What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1. #IncomeTax
FINANCIALPLANPARTNERS.COM
What Do Your Taxes Pay For?
This sounds like a really great book. Gotta read it!!
NYTIMES.COM
Inspired by Holocaust-Era Letters, a Novelist Examines Inherited Trauma
There are benefits and limitations when using a living trust. #LivingTrust
FINANCIALPLANPARTNERS.COM
A Living Trust Primer
Here are few ways to support local businesses.
YOUTUBE.COM
Metro IBA Indies 2020 Ingebretsen's 720p
There are four basic steps to calculating the value of an estate.
Four Steps to Valuing an Estate
What are you doing to support small business? Post HERE
CBSNEWS.COM
9 million U.S. small businesses fear they won't survive pandemic
Read this if you are within 2 years of retirement!
HARTFORDFUNDS.COM
The Honeymoon Phase of Retirement
Warren Buffett said, “Investing is simple, but not easy.” But in real life simplicity has little to do with ease. Take losing weight. Very simple. Burn more calories than you take in. Easy, right? Why is it not easy: The...
FINANCIALPLANPARTNERS.COM
SIMPLE, but not easy
Check out this video on taxes. #IncomeTax
FINANCIALPLANPARTNERS.COM
The Facts About Income Tax
Saving for college doesn’t have to be as complicated as college itself.
FINANCIALPLANPARTNERS.COM
Saving for College 101
Interesting article about Business Interruption Insurance. Do you have this kind of insurance?
Did it cover losses due to the pandemic?
INVESTOPEDIA.COM
What COVID-19 Means for Your Business Insurance
Children with special needs may need ongoing help after theirparents are gone.
FINANCIALPLANPARTNERS.COM
4 Steps to Protecting a Child with Disabilities
Love this!!
DD.DARRENHARDY.COM
Why People Are So Angry
The truth is a little more complicated with these personal finance idioms.
FINANCIALPLANPARTNERS.COM
The Latte Lie and Other Myths
This millionaire business owner still follows a budget, do you? I'd love to hear about how you save and spend.
FORBES.COM
She Achieved Millionaire Status Years Ago And She Still Follows Her Monthly Budget
When was the last time you checked your credit score? #CreditScore
FINANCIALPLANPARTNERS.COM
How Does Your Credit Score Compare?
Warren Buffett said, “Investing is simple, but not easy.” But in real life simplicity has little to do with ease. Take losing weight. Very simple. Burn more calories than you take in. Easy, right? Why is it not easy: The...
FINANCIALPLANPARTNERS.COM
SIMPLE, but not easy
Your financial future is calling. Develop a strategy for your investments today.
FINANCIALPLANPARTNERS.COM
The Cost of Procrastination
These 6 things might make your next return a prime target for an IRS audit. #taxes #IRS #audit
FINANCIALPLANPARTNERS.COM
Red Flags for Tax Auditors
If you haven’t heard that phrase, it means Fear Of Missing Out. FOMO is a feeling of resentment aroused by another’s circumstances, good fortune or outcomes. It occasionally rears its ugly head frequently among participants...
FINANCIALPLANPARTNERS.COM
FOMO
Love this!!
DD.DARRENHARDY.COM
Why People Are So Angry
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
FINANCIALPLANPARTNERS.COM
Social Security: By the Numbers
In February, the burgeoning economic recovery and decreasing number of COVID-19 infections lifted stocks.
FINANCIALPLANPARTNERS.COM
Monthly Market Insights | March 2021
The Theme for this year's International Women's Day is #ChoosetoChallenge
M0 is the total of all physical currency worldwide. What’s it look like?
FINANCIALPLANPARTNERS.COM
How Big is Money?
I love this so much!!!
Working in Retirement: New trend or same old story?
FINANCIALPLANPARTNERS.COM
Where Will Your Retirement Money Come From?
Are you hoping for an extension of the deadline? Please share your story here.
FOXBUSINESS.COM
Small businesses seek more time to apply for PPP loans
Committed to increasing your financial literacy? Don't be afraid to ask questions. #FinancialLiteracy
FINANCIALPLANPARTNERS.COM
The Financial Literacy Crisis
This is a great time of year to think about beneficiaries and estate planning issues. Perhaps not fun, but important!
Check out our new team member, Will Regenscheid
YOUTUBE.COM
Welcome, Will Regenscheid!
Social Security has been a fact of retirement since 1935; how much do you really know about it? #SocialSecurity
FINANCIALPLANPARTNERS.COM
Social Security: By the Numbers
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
FINANCIALPLANPARTNERS.COM
How to Retire Early
Happy Spring!!
Tax Filing Deadline Extended. Read more here.
MARKETWATCH.COM
IRS: We’ll delay April 15 tax-filing deadline by one month — but there’s one caveat
Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare
FINANCIALPLANPARTNERS.COM
Money that Buys Good Health is Never Ill Spent
What does "being diverse" mean to you?
FORBES.COM
What This Female Entrepreneur Has To Say About Weaving Diversity Throughout And Beyond Your Company
How many credit cards do you have?
FINANCIALPLANPARTNERS.COM
Spotting Credit Trouble
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
FINANCIALPLANPARTNERS.COM
Estate Management Checklist
Have you thought about who will take over your business when you decide to retire? A succession plan will help you answer the tough questions that come with selling your business.
#sellingbusiness #retirement #retirementplanning #money #makemoney #financialplanning
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
FINANCIALPLANPARTNERS.COM
Does Your Portfolio Fit Your Retirement Lifestyle?
Before retiring early, take a look at the cold, hard facts. #retiringearly #retirement
FINANCIALPLANPARTNERS.COM
How to Retire Early
Happy Spring!!
Tax Filing Deadline Extended. Read more here.
MARKETWATCH.COM
IRS: We’ll delay April 15 tax-filing deadline by one month — but there’s one caveat
