Money Matters
Legal Matters
Presented by: Bradford & Holliman, Estate Planning You Can Protect Your Adult Children in Your Estate Plan Over the last decade, I have seen a steady increase in the number of clients that ask me if they can protect the assets they want to give as an inheritance to their children from their children’s creditors. …
Money Matters
What to Give the Graduate who has Everything… or Nothing Graduation day is here. The day that you long dreamed for your son or daughter. They are beginning their new journey to college or from college to the working world. Your excitement gives way to the question: What do I get them for Graduation? If …
Business Today
FSI Advocates Access to Independent, Affordable Financial Advice Local financial advisor Bill Dowell, Founder and President of Vision Financial Group, recently became a member of the board of directors of the Financial Services Institute (FSI) in Washington, D.C. FSI advocates for Main Street Americans’ access to unbiased, affordable financial advice, delivered by a growing network …
You Can Bank On It
A Noble Idea. In 2004, a group of community leaders saw the need for a new locally-owned community bank. They had a common vision: to establish a financial institution based on Biblical principles. They envisioned a bank wherein all business endeavors and decisions would be handled in a Godly manner while meeting the needs of …
Money Matters
Important Changes this Month in Social Security Benefit Rules: What You Need to Know Last fall when Congress passed the budget bill, they added a portion called “Closure of Unintended Loopholes” which primarily addresses two Social Security claiming strategies that have become increasingly popular over the last several years. These two strategies, known as “file …
Money Matters
Why You Should Stay In Stocks in 2016: One Bad Trading Day Is Not the Year The stock market has wavered recently. A lackluster year just ended, and this year has started inauspiciously. You may be wondering…should you really be invested in stocks right now? Yes, you should be. In moments like these, investors should not …
The Joys & Financial Challenges of Parenthood
As our children travel the long and never-dull road from infancy to adulthood, we nurture them, worry about them, scold them, and love them. Most of all, we try to protect them. We want them to grow up in a stable world, one in which they are physically safe, emotionally nurtured, and financially secure. Still, …
Divorce & Your Social Security Benefits
Unfortunately, half of all marriages end in divorce. So, there is a good chance this article may be relevant for someone you know. After a divorce, you can claim retirement benefits based on your own earnings record (if you have been employed and have accumulated enough credits over the years), or you can claim benefits …
