Money Matters

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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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Before You Claim Social Security

April 28, 2021

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 …

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

April 27, 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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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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