Mid-Year Outlook

Mid-Year Outlook

Author: Fi Plan Partners June 17, 2025 Duration: 4:21
Investors' Insights and Market Updates
EducationSelf Improvement

In this episode, Adam Vansant and Sonja McGittigan break down smart, proactive strategies to get ahead of key year-end planning items like RMDs, IRA contributions, and more. They also highlight the importance of keeping your beneficiaries and accounts up to date. Learn how taking small steps now can simplify things later and discover the tools we offer to make updates seamless and stress-free.

 

Adam Vansant, AIF®, BFA™
Senior Vice President of Operations & Advisory Services
Wealth Consultant
Email Adam Vansant here

Sonja McGittigan
Operations Specialist
Email Sonja McGittigan here

Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

The post Mid-Year Outlook first appeared on Fi Plan Partners.


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Author: Language: en-us Episodes: 100

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Investors' Insights and Market Updates
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