Finances
The SECURE Act
Money Matters Presented by: Vision Financial Group, Inc. The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it comes some of the biggest changes to retirement savings law in recent years. While the new rules don’t appear to amount to a massive upheaval, the SECURE Act will require a change …
Avoiding Probate with Trusts
Legal Matters Presented by: Bradford & Holliman, Estate Planning “Hindsight is 20/20” and here’s how to avoid a big “gotcha” with revocable living trusts in estate planning. One family was so grateful their mother had created her revocable trust 18 years ago. As the mother’s health worsened, the daughter named as the co-trustee managed her …
IRA and Retirement Plan Limits for 2020 have Increased
Money Matters Presented by: Vision Financial Group,www.vision-financialgroup.com IRA contribution limits. The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is $6,000 (or 100% of your earned income, if less), unchanged from 2019. The maximum catch-up contribution for those ages 50 or older remains at $1,000. You can contribute …
Free Service with Big Benefits to You and the Community: Shredding & E-Waste Recycling
Special Feature Tidy Up, Help the Environment & Support Children & Adults with Disabilities. You can accomplish all three of these goals when you attend the free Celebrate the Family Expo! January 11, 2020 at the Hoover Met Complex and bring with you documents your family or business needs securely shredded as well as unwanted …
4 Tips to Inventorying Your Possessions for Insurance Purposes
Money Matters Presented by: Vision Financial Group, www.vision-financialgroup.com It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company. Creating an inventory may take a bit of upfront work, but it can pay future benefits in …
Teaching your College-Age Child About Money
Money Matters presented by: Vision Financial Group Lesson 1: Budgeting 101. Perhaps your child already understands the basics of budgeting from having to handle an allowance or wages from a part-time job. But now that they are in college, he or she may need to draft a “real world” budget. Here are some ways you …
Business Wellness: STEPS Ministries
Healthy Living Brought to you by: Community Partner White Plume Technologies, www.whiteplume.com Some of Your Most Valuable Employees Are High-Functioning Alcoholics. They may perform well, but they need help—what will your company do? Companies take pride in their high-functioning employees. As they should. But do you want to know a secret? Sometimes, those people are …
Good News about Social Security
Money Matters presented by: Vision Financial Many Millennials and GenXers have the notion that Social Security won’t be around by the time they retire. Well there’s good news…sort of. The Trustees Report of the Social Security Trust Funds reported on April 22, 2019 the financial condition and the challenges faced by the Social Security program. …
Living Out Your Calling & Finish Well
Special Feature Brought to you by: Community Partner Convene, www.convenenow.com For 38 years Young Business Leaders (YBL) has been taking the gospel and discipling men in the marketplace. We have taken the teachings of Jesus and applied them to work, family, and community. We hold evangelistic events, our Summer Series, place men and women in …
Making a Difference with your Estate Plan
Legal Matters presented by: Bradford & Holliman, Estate Planning Few communities are not stretched for funding, so consider your local community (scholarships, church missions, museums, parks, civic clubs, and other non-profit charities) as you set up your complete estate plan. Scholarships to Local Students – Families often decide to give back to the school or …