Blog

Welcome to the Financial Plans & Strategies blog. Latest webinars, podcasts, and other information that we think is important for our clients to know will appear here. For new updates, please register for our blog at the bottom of our home page.

 

Friday, February 9, 2018

Financial Plans & Strategies, Inc. firmly believes that a well-diversified portfolio. long-term investing and regular meetings with your financial advisor is a good defense against financial downturns. Corrections happen. It has been...

 

Wednesday, February 7, 2018

Please note: We are not a tax advisory firm and do not give tax advice. However, we have gathered some important information that may help you in your tax preparation. If you have additional questions, please speak with your tax...

 

Friday, January 19, 2018

Every year millions of people make resolutions for how they want to improve their lives in the upcoming year. This tradition dates back centuries: The Babylonians made promises to their gods at the start of each year that they would...

 

Wednesday, December 20, 2017

The tax overhaul has been passed, and many changes should be considered prior to year-end. We are not tax advisors: this is for information purposes only and should not be taken as advice. If you would like to learn more, you can find...

 

Tuesday, December 19, 2017

During 2017, Financial Plans and Strategies investment advisors attended several conferences where they had the opportunity to listen to renowned economists, portfolio managers and analysts provide insight and perspective on market...

 

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Friday, December 1, 2017

We want to make you aware of several approaching year-end activities with potential tax implications for 2017, and the dates by which action must be taken in order to meet the December 29 deadline. (December 31 falls on a Sunday this...

 

Monday, November 13, 2017

This holiday season, Financial Plans & Strategies is supporting KIC-IT to collect non-perishable items for young adults in need. Kids in Crisis Intervention Team (KIC-IT) is a non-profit that helps teens and young adults in Johnson...

 

Friday, November 3, 2017

Indiana College Choice 529 Tax Credit Deadline Indiana taxpayers who invest in the Indiana College Choice 529 Plan must make their contribution to the plan by 12/30/2017 to receive a tax credit for 2017. Deadline Dates for Existing...

 

Sunday, September 24, 2017

The first day of fall was September 22, 2017. That means summer is officially over. With a little more than 3 months left in 2017, the changing of the seasons is an ideal time to take stock of your investment portfolio. What goes into...

 

Tuesday, August 22, 2017

One of the more common questions we get at Financial Plans & Strategies is, “Does this distribution qualify?” 529 Plans, also known as Qualified Tuition Programs (QTPs), allow parents to prepay or make account contributions...

 

Tuesday, August 8, 2017

It’s August, and that means young adults across America are heading off to college. Campuses across the country are welcoming students back in the thousands. Before your student hits the books, have them study up on the following...

 

Monday, July 17, 2017

If you’ve received an invitation to a complimentary investment meeting at an upscale restaurant, you’re not alone. According to the Financial Industry Regulatory Authority (FINRA), 64% of people age 40 and above1 have been...

 

Tuesday, July 11, 2017

The Social Security Administration has just announced a new, online Social Security replacement card service. If you need a replacement card for these states, you can now order it electronically rather than waiting in person. You can...

 

Friday, June 2, 2017

Welcome clients, prospective clients and readers to Financial Plans & Strategies’ blog whose commencement coincides with a major update to our website. Under the new format we will be regularly adding new material to the blog in...