Money Matters

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3 Tax Tips to Help You, Your Family & Your Business

December 28, 2021

Money Matters 1. Parents Be on the Look Out. If you have been receiving the Advance Child Tax Credit Payments, please be aware that the current schedule of payments ended with the payment that was paid on December 15, 2021.  In January 2022, the IRS will be mailing Letter 6419 to all families that received …

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Is Inflation Peaking?

December 28, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group, Inc. You see it in prices at the grocery store and the gas station. You feel it in your monthly budget. So why don’t the financial markets seem too concerned about inflation? Remember, financial markets are considered “discounting mechanisms,” meaning they are looking six …

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Your Year-End Financial Checklist

November 30, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group, Inc. The end of the year can help remind us of last-minute things we need to address and the goals we want to pursue. To that end, here are five aspects of your financial life to think about as this year leads into the …

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End-of-the-Year Money Moves: Things to Consider Before Saying Goodbye to 2021

October 26, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group, Inc. What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes …

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The Need for Power of Attorney

September 24, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group, Inc. The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, the POA assigns a trusted party to make decisions on his or her behalf.  There …

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The Wall of Worry

August 30, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group, Inc. You’ve got plenty of choices these days for things to worry about. Have you ever heard the Wall Street expression, “markets climb a wall of worry?” It’s the idea that financial markets are constantly on edge. Traders fret about how long a market …

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Aligning Your Values with Investing: Free Educational Workshop

August 26, 2021

Special Feature  Your values inspire the way you live. Shouldn’t they inspire the way you invest? Many people unknowingly invest in companies whose products or practices conflict with their personal values. Today, investing has been divorced from its true purpose: supplying capital to great businesses. Rather than trying to invest in great companies, investing has …

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Are You Ready for the Second Act of the S.E.C.U.R.E. Act?

July 26, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0.  As the bill moves from the House of Representatives to the Senate, many hopeful investors are …

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How COVID-19 Caused a “She-Cession”

June 29, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group Several women-dominated industries were hit hardest by the pandemic. Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically some of the …

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What Forces Are Driving the Housing Market?

May 25, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group  Many hopeful homebuyers are having issues securing a home. Recently, you may have seen reports that a record-low number of homes are available for sale- roughly 1.03 million nationwide. If you compare that to the average number of homes for sale during the past …

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