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Eric Essix in Concert, May 20th Sponsored by fi-Plan PartnersEric Essix Video Thumb

Senator Jeff Sessions has coffee with local business Owners at fi-Plan PartnersCoffee with Senator Sessions

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BOSS Event is a Success!BOSS Summit Logo
See pictures and read recap here.

My Business Mag HeaderGreg Powell featured on front cover and article for receiving Small Business Champion Award... read more


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Online Updates

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Financial Insights eNewsletter

Monthly

Our Financial Insights eNewsletter is free. Each month there are easy to read articles that give you the insight you need on the markets as well as your own finances. Just submit your email address and you will begin receiving this monthly eNewsletter right in your inbox. We will never share or sell your email to another party. We keep all information private.

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January 2010 eNewsleter: click HERE or click articles belowJanuary 2010 eNewsletter Header

Articles:

Are Assets Over Valued?

Investment Geography: Understanding the impact of emerging markets on your investments

Calculating Your Financial Ratios

Pursuing Your Resolutions

Teaching Important Financial Lessons

Take Another Look at Home-Equity Loans

Do You Have a Budget?

 

December 2009 eNewsleter: click HERE or click articles belowDec 09 Financial Insights Header

Articles:
Concerns For The New Year
Is Your Will Ready For The Tax Change?
Calmly Reassess Your Portfolio
Answer These Questions First
Should You Pay Off Your Mortgage Before Retirement?
The Recession's Impact or Higher-Income Families
Review Your Estate Plans


November 2009 eNewsleter: click HERE or click articles belowNovember Financial Insites HeadereNewsletter

Articles:
I Don't Like What I See
The Eye of the Storm: Economic Headwinds from the Housing Market
Our Sons and Daughters Need Bigger Goals, Too!
Grow Your 401(k) Plan
Assess Your Life Insurance Needs
Review Your Homeowners Insurance
Unemployment in the Current Recession
Why You Need an IRA

Past eNewsletters: click title to read article

October 2009 "What Could Bring Us Out of this Recession"

Articles:

How Small Businesses Could Bring Us Out of this Recession
Here's What I Think... Those that are saying the mortgage crisis is over are wrong
How Is the Fed Dealing with the Recession?
Should We Worry about the Deficit?
Staggered Retirements
Consider a Bond's Maturity Date
Time to Straighten Out Your Financial Accounts

September 2009 "George W. Bush, the Economy & the Internet"

Articles:

Greg Meets George W. Bush
A New Website for You: Information, service and access to your accounts
New Ways to Connect with fi-Plan Partners Online: Making it easier to receive the valuable information you need
The Benefits of Roths
Undoing a Roth Conversion
Is Your 401(k) Plan Enough?
Segregating Your Goals
Back to the Drawing Board