Money Matters

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Tax Efficiency in Retirement

March 25, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group  Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you have saved and invested much of your life, you may also end up retiring …

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Economic Predictions: What Lies Ahead?

February 26, 2021

Money Matters Brought to you by: Community Partner Vision Financial Group Here’s what the financial forecast may have in store. It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in …

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

February 15, 2021

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! May 8, 2021 at the Pelham Civic Complex and bring with you documents your family or business needs securely shredded as well as unwanted …

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Do Money Different: New Tool for 2021

January 28, 2021

Money Matters Do you know someone that struggles with managing money, budgeting, or finances in general? We do too…a LOT of them, actually. We built a brand new resource, Do Money Different, for those people…the “I’ll get around to it someday” people and the “I’ll never be good at this” people. I actually used to …

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Increase Assets with Smart Investing & Giving Strategies

January 28, 2021

Money Matters Presented by Community Partner 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 …

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The SECURE Act: A New Opportunity for You?

December 28, 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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The Joys & Financial Challenges of Parenthood

November 24, 2020

Money Matters Presented by: Community Partner Vision Financial Group Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand- from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will take place- that someday …

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Teaching your College-Age Child About Money

October 27, 2020

Money Matters presented by: Community Partner 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 …

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Conquering Retirement Challenges for Women

September 29, 2020

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 …

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Do Your Investments Align With Your Values?

September 21, 2020

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, …

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