Money Matters
Conquering Retirement Challenges for Women
Money Matters Brought to you by: Community Partner Vision Financial Group When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male counterparts and often take time out of the workforce to care for children or other family members. Added to the …
Do Your Investments Align With Your Values?
Special Feature Birmingham’s OneAscent recently announced the launch of OneAscent Wealth Management, a financial planning firm serving clients who want to ensure that their investments align with their values. OneAscent Wealth works with clients to identify industries from which they do not wish to profit. They then use proprietary tools to check 401Ks, mutual funds, …
Will Political Changes Affect the Economy?
Money Matters Brought to you by: Community Partner Vision Financial Group, www.vision-financialgroup.com Election years cause some anxiety. With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and senators, while the …
Before You Claim Social Security
Money Matters Brought to you by: Community Partner Vision Financial Group Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. 1. How long do you think you will …
The Federal Reserve’s Unprecedented Moves- What they are. How they help.
Money Matters Brought to you by: Community Partner Vision Financial Group, Inc. In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that …
Corona Virus Concerns? Consider Past Health Crises
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 …
CARES Act Provides Relief to Individuals and Businesses
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 …
College Cost Date for the 2020 School Year
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 …
Increase Assets with Smart Investing & Giving Strategies
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 …
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 …