Money Matters
Should We Reconsider What “Retirement” Means?
Money Matters presented by Vision Financial An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her career at age 58; she serves as a city council member in her sixties, …
Young Aviator Calendar Supports Scholarship
Cool Stuff Enjoy keeping up with your engagements in 2018 while supporting The Southern Museum of Flight’s Mary Alice Beatty $5000 scholarship for women pursuing careers in aviation and aerospace technology. This year’s recipient will be chosen January 2018. The Southern Museum of Flight Young Aviator’s Bombshell Calendar features young children as early aviation legends …
The Importance of a Good Credit Score
Money Matters presented by Vision Financial Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives. Having easy access to credit goes hand in hand with having a good credit score, so it’s important to know how to maintain a positive credit score and credit history. Your …
Holiday Conversations
Legal Matters presented by Bradford & Holliman, Estate Planning As families gather to enjoy food and holiday time together, it can be a good opportunity to discuss estate planning issues for parents. Consider your own family situation and decide if some of the following questions will be beneficial for your family to discuss: Do your …
Steps to Protect Yourself Against Identity Theft
Money Matters presented by Vision Financial Whether they’re snatching your purse, diving into your dumpster, stealing your mail, or hacking into your computer, they’re out to get you. Who are they? Identity thieves. You may never be able to completely prevent your identity from being stolen, but here are some steps you can take to …
Serving Veterans in Our Community
Special Feature Are you a veteran or know someone who is? The Alabama based non-profit Still Serving Veterans (SSV) was founded in 2006 to specifically assist veterans, at no charge, with securing employment. SSV offers in person employment counseling to Veterans, transitioning military and members of the Guard and Reserves at its offices in Birmingham, …
Financial Advice for Grieving Widows
Money Matters I recently heard award-winning author Kathleen Rehl speak on the grief stages of widowhood and how to relate to this growing segment of our population. She shared that 70% of women will be widowed and the median age of widows in America is 59. Widows make up 3.5% of our population with over …
Do you have your STAR-ID yet?
Money Matters presented by: Vision Financial Group In response to terrorism committed against the U.S. and to help ensure the safety of our fellow citizens, the U.S. Congress passed the real ID act of 2005. The act requires individual states to modify and enhance their procedures and standards for issuance of state driver’s licenses and …
Asset Protection & the Elderly
Legal Matters presented by: Bradford & Holliman, Estate Planning Asset protection for the elderly is a complex subject and the legal advice given can be very different based on the assets of the family, estate planning goals, and other family problems such as children that do not get along or children that have creditor …
Using a Trust to Protect Your Children from Divorce & Creditors
Legal Matters presented by: Bradford & Holliman, Estate Planning Parents frequently ask us how they can leave their assets to their children when they die without those assets being vulnerable to a child later divorcing or having problems with debt. The sentiments expressed by the parents are almost always the same: “We want our child …
