Money Matters
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 …
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 …