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Corona Virus Concerns? Consider Past Health Crises

May 28, 2020

Money Matters Brought to you by: Community Partner Vision Financial Group, Inc. During the last week of February 2020, the S&P 500 lost 11.49% — the worst week for stocks since the 2008 financial crisis — only to jump by 4.6% on the first Monday in March.1 By all accounts, the drop was largely driven by …

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CARES Act Provides Relief to Individuals and Businesses

April 29, 2020

Money Matters Brought to you by: Community Partner Vision Financial Group On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are …

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College Cost Date for the 2020 School Year

March 30, 2020

Money Matters Presented by: Vision Financial Group, Inc. Each year, the College Board releases its annual “Trends in College Pricing” report that highlights current college costs and trends. While costs can vary significantly depending on the region and college, the College Board publishes average cost figures, which are based on a survey of nearly 4,000 …

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Increase Assets with Smart Investing & Giving Strategies

February 26, 2020

Money Matters Presented by: Vision Financial Group, Inc. As winter ends it brings in the beautiful spring season. Unfortunately, it also signals the time to complete tax returns. While this task is never fun, you can find some sense of accomplishment as the return is finished. Investment and giving decisions can be maximized to reduce …

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January 25, 2020

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 …

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Avoiding Probate with Trusts

December 27, 2019

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 …

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IRA and Retirement Plan Limits for 2020 have Increased

December 27, 2019

Money Matters Presented by: Vision Financial Group, 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 …

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Free Service with Big Benefits to You and the Community: Shredding & E-Waste Recycling

December 12, 2019

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 …

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4 Tips to Inventorying Your Possessions for Insurance Purposes

November 25, 2019

Money Matters Presented by: Vision Financial Group, 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 …

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Teaching your College-Age Child About Money

October 25, 2019

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 …

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