Money Matters
Do Your Investments Align With Your Values?
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, …
Will Political Changes Affect the Economy?
Money Matters Brought to you by: Community Partner Vision Financial Group, www.vision-financialgroup.com Election years cause some anxiety. With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and senators, while the …
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 …
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 …
4 Tips to Inventorying Your Possessions for Insurance Purposes
Money Matters Presented by: Vision Financial Group, www.vision-financialgroup.com It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company. Creating an inventory may take a bit of upfront work, but it can pay future benefits in …
Business Wellness: STEPS Ministries
Healthy Living Brought to you by: Community Partner White Plume Technologies, www.whiteplume.com Some of Your Most Valuable Employees Are High-Functioning Alcoholics. They may perform well, but they need help—what will your company do? Companies take pride in their high-functioning employees. As they should. But do you want to know a secret? Sometimes, those people are …
