Broker Check

Financial Solutions Planning and Investments

 
 

Phil Messuri, MS, CFP®
phone: 505-798-6941

Travis Flandermeyer, MBA, AIF® 
phone: 505-717-1111

 
 

Blog

Tuesday, June 11, 2019

Click on the link to read the June Newsletter: FSPI June 2019 Newsletter

 

Thursday, May 9, 2019

Click on the link to read our May Newsletter: Financial Solutions Planning & Investments May 2019 Newsletter

 

Saturday, May 4, 2019

Click on the link to read our April 401k Newsletter: Financial Solutions Planning and Investments 401K Newsletter: April 2019

 

Saturday, April 6, 2019

Click the link to read our April Newsletter: FSPI April Newsletter

 

Friday, March 8, 2019

Click the link to read our March Newsletter: Financial Solutions Planning & Investments March Newsletter

 

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Friday, February 8, 2019

Click on the link to view the FSPI February 2019 Newsletter

 

Friday, February 1, 2019

Click the think to read the Weekly Vantage Point

 

Friday, January 25, 2019

Click the link to read the : January 401k Newsletter

 

Friday, January 18, 2019

Click on the link to read the Weekly Vantage Point

 

Wednesday, January 16, 2019

Click on the link to read our January Newsletter: January Newsletter

 

Tuesday, January 8, 2019

Click the link to go to the article: Weekly Vantage Point

 

Wednesday, January 2, 2019

Click on the title to read the article: Wall Street Trims December Losses

 

Wednesday, December 19, 2018

Click the link to go to the article: Stocks End Week in Correction

 

Friday, December 7, 2018

Please Click the following link to read the December 2018 Newsletter> Newsletter

 

Thursday, December 6, 2018

Latest Article looking at Market Volatility. 12/4/2018 Click the following link to see the article Markets Sell Off as Investors Become More Jittery

 

Monday, November 26, 2018

Click on the web link below to view the Cetera Article with respect to the recent market volatility. Cetera Sightline 11.20.2018 If you have further questions or concerns, feel free to contact us.

 

Friday, November 2, 2018

Please click the provided link to enjoy our November Newsletter > November 2018 Newsletter

 

Friday, October 19, 2018

Click on the link to enjoy FSPI's October 2018 401K Newsletter: October 2018 401K Newsletter

 

Friday, October 5, 2018

FSPI October 2018 NewsletterPlease click the provided link to enjoy our October Newsletter >

 

Friday, September 7, 2018

Please click the provided link to enjoy our September Newsletter >

 

Tuesday, August 7, 2018

Please click the provided link to enjoy our August Newsletter >>>August 2018 Newsletter

 

Thursday, July 12, 2018

Please click the provided link to enjoy our June Newsletter >>>July 2018 Newsletter

 

Wednesday, June 6, 2018

Please click the provided link to enjoy our June Newsletter >>>June 2018

 

Friday, May 4, 2018

Please click the provided link to enjoy our May Newsletter >>> May 2018

 

Wednesday, April 18, 2018

Please click the provided link to view our Spring 401k Newsletter >>> Spring 2018 401k

 

Friday, April 6, 2018

Please click the provided link to enjoy our April Newsletter >>> April 2018

 

Wednesday, March 7, 2018

Please click the provided link to enjoy our March Newsletter >>> March 2018

 

Wednesday, February 7, 2018

Please click the provided link to enjoy our February Newsletter >>> February 2018

 

Wednesday, January 24, 2018

Please click the provided link to view our Winter 2018 401k Newsletter >> Winter 2018 401k Newsletter

 

Friday, January 19, 2018

Please click the provided link to enjoy our January Newsletter >>>January 2018

 

Thursday, December 7, 2017

Please click the provided link to enjoy our December Newsletter >>> December 2017

 

Monday, November 6, 2017

Please click the provided link to enjoy our November Newsletter >>> November 2017

 

Tuesday, October 10, 2017

Please click the provided link to view our Fall 2017 401k Newsletter >>FSPI Fall 2017 Quarterly Newsletter

 

Friday, October 6, 2017

Please click the provided link to enjoy our October Newsletter >> October 2017

 

Friday, September 8, 2017

Please click the provided link to enjoy our September Newsletter >>September 2017

 

Monday, August 7, 2017

Please click the provided link to enjoy >>> FSPI August Newsletter

 

Monday, July 17, 2017

Click the link here to see our >>>>>>July 2017 Market Commentary

 

Friday, June 23, 2017

9 Facts About Retirement Tip: Nearly 80% of workers expect to work for pay in retirement, but only 29% of retirees actually have done so. Source: 2017 Retirement Confidence Survey, EBRI Retirement can have many meanings. For some, it...

 

Thursday, June 1, 2017

Perhaps your financial picture is very sound. You think it is unlikely you will run out of money. If you are in this situation, you may want to consider how to pass more tax effective assets to the next generation or even the one...

 

Friday, May 26, 2017

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Friday, May 12, 2017

How the gains from the sale of a primary residence are taxed has changed in recent years. If you have recently sold your home, or are considering doing so, you may want to be aware of these new rules. HOME SALE If you owned and lived...

 

Friday, May 5, 2017

Please see the below link for our May 2017 Commentary: May 2017 Commentary

 

Tuesday, May 2, 2017

Of those aged 65 and older, 10 to 20 percent have mild cognitive impairment. In addition, women have more than a 1 in 6 chance — and men have a 1 in 11 chance — of developing Alzheimer’s during the remainder of their...

 

Wednesday, April 12, 2017

Please feel free to view our market commentary for April 2017: April 2017 Market Commentary

 

Tuesday, April 11, 2017

401k Insights - Quarterly Newsletter The winter thaw is in full swing, taxes are due on April 18th, and we find ourselves in a year of possible Federal Reserve Board (FED) Interest rate increases. While springtime isn’t...

 

Sunday, April 2, 2017

What Is a Stretch IRA? Tip: What’s in a Name? If you fail to name a beneficiary on your IRA, it may be much more difficult for your beneficiaries to ‘stretch’ the inherited IRA over their lifetimes. The Investment...

 

Sunday, March 19, 2017

How diversification helps and hurts your investment returns My colleagues and I are often asked a question along the following lines: Why didn’t my account do as well as the S&P 500 or the DOW? The S&P includes 500 major US...

 

Sunday, March 5, 2017

What we can learn from market history NOTE: The following information is by no means intended as predictive. According to Kiplinger newsletters, a US large cap (S&P 500) market decline of 10-20% occurs on average about once per year as...

 

Wednesday, February 22, 2017

January 2017 Newsletter This newsletter covers a number of topics, some of which may be important to you. Please call us if you have any questions. How diversification helps and hurts your investment returns We are often asked a...

 

Tuesday, May 19, 2015

May 2015 - The “robo” world includes portfolio models often at low pricing such as .25% per year. A low cost portfolio allocation may fit many situations. However, financial issues interlace with your investments and may require an...