2024-04-09 15:00
It isn’t being widely reported, but aggregate U.S. corporate profits reached record levels in the 4th quarter of last year, increasing 4.1% after going up 3.4% the previous quarter. Th… Read More
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Rebel Financial News Archives - Rebe Blog
rebelfinancial.com
rebel Financial is a financial planning and investment management firm in Columbus, OH. rebel Financial is a Fee-Only firm dedicated to serving the best interests of it’s clients ahead of it’s own profit motives, which is what sets us apart from the m
2024-04-08 18:08
Every year around this time, the current presidential administration releases a set of tax-related proposals, essentially a wish list for taxlegislation for the coming year. These so-called… Read More
2024-02-28 16:00
One of the arguments for a more abundant future is the decreasing cost of energy. There are limits to how low the price of gasoline can go (there is, after all some cost to drilling, extract… Read More
2024-02-27 19:12
There are periods of market complacency where most investors see nothing but upside from here to eternity, and then there are periods like this, which might be described as extreme complacen… Read More
2023-10-26 15:00
Alexa, talk to me. If you’ve been living under a rock or just returned from a 10-year mission to Mars, you might have missed the advent of something called ‘artificial intelligen… Read More
2023-10-25 15:00
Opportunities in a downturn Opportunities in a downturn We obviously can’t predict a market downturn in advance, but we can certainly prepare for one. With the markets in a bit of a do… Read More
2023-10-19 15:00
One of the more difficult tasks in establishing your special needs financial plan is estimating expenses of your adult child after he or she begins living independently from you. Much of the… Read More
2023-10-18 15:00
One of the biggest changes resulting from the recently passed SECURE Act legislation was the elimination of the Stretch IRA provision which allowed beneficiaries to take IRA distributio… Read More
2023-10-12 15:00
Now that STABLE accounts are available to individuals with disabilities, parents and guardians often ask whether they should establish a trust for their loved one as a substitute… Read More
2023-10-11 15:00
As their child with a disability reaches adulthood, families give increased thought to their child’s housing needs. Many families want to promote the maximum independence o… Read More
2023-10-05 15:00
Special Needs Trusts (SNTs) have their advantages and disadvantages to consider in the estate planning process. The recent CMS directive regarding ABLE contributions highlights how the two p… Read More
2023-10-04 15:00
Since their inception, Roth accounts have been a great saving vehicle for families planning for their retirement. This saving tool has also been a nice way for families to help their childre… Read More
2023-09-28 15:00
Social Security is an important part of retirement planning both for the parents and the individual with a disability. Family members can claim benefits tied to the primary household earner… Read More
2023-09-27 15:00
In last month’s Disability Insights, various tax issues of particular importance to individuals and families with disabilities were discussed. In this article, we take a more in depth… Read More
2023-09-14 18:42
Introduction With the evolution of the automotive industry, the way we perceive car buying is undergoing a seismic shift. No longer should cars be viewed simply as depreciating assets; they… Read More
2023-09-11 15:04
Introduction Interest rates and inflation are often at the forefront of financial planning discussions. Both metrics can influence your investment decisions, spending habits, and overall fin… Read More
2022-09-21 16:39
By now you know that market timers and traders were spooked once again, causing a downward ripple across the U.S. investment markets. It’s not easy to tell what startled them this time… Read More
2022-09-21 15:36
As the final days of the federal student loan moratorium loom the federal government and the U.S. Department of Education have began to issue guidance on how the process for student loan for… Read More
2022-09-20 16:00
There are numerous features of the Inflation Reduction Act, but only a few that would be considered actionable for clients. Other aspects of the bill that are generally beneficial but not ac… Read More
2022-08-03 13:43
Many times, consumers and the person-on-the-street recognizes that the U.S. economy has entered a recession long before the economists get around to declaring it. That appears to be the case… Read More
2022-07-14 19:34
For much of last year, the economists at the U.S. Federal Reserve Board confidently told the public that the rampant inflation we were experiencing in the U.S. was ‘transitory.’… Read More
2022-07-07 18:56
The inflation rate, which was so moderate for so long, is now back in the news—and the news isn’t good. The U.S. Consumer Price Index—the cost of a basket of items that are… Read More
2022-07-07 18:21
Are we in a recession today? That’s one of the key questions that investors and economists are asking, and there is no easy answer. A recession is a period of time when the economy sto… Read More
2022-06-27 15:04
Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in… Read More
2022-06-27 14:24
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any deci… Read More
2022-06-22 15:01
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it’s a good time to review common te… Read More
2022-06-22 15:01
By now, you know that the U.S. Federal Reserve Board raised the so- called Fed Funds rate by three quarters of a percent—the largest increase since 1994. You may also have heard that t… Read More
2022-06-16 18:48
Remember when a carton of a dozen fresh eggs cost 45 cents, a pound of sliced bacon was selling for 43 cents and ten pounds of potatoes cost 86 cents? Chances are, you don’t, because t… Read More
2022-06-16 17:59
It wasn’t so long ago that the economists at the U.S. Federal Reserve Board were reassuring all of us that the spike in inflation was “transitory”—which most of us in… Read More
2022-06-10 15:24
For many parents choosing someone to look after their child with a disability is the most difficult part of their estate planning process. The chosen person must not only be respon… Read More
2022-06-10 14:38
I get many questions about when STABLE accounts might be the most appropriate savings/investment vehicle for the individual with a disability. This article addresses one of those questions:… Read More
2022-06-07 16:25
An Uncertain Market Stocks experienced wild swings last week, in part, due to ongoing uncertainty over economic health and the path of inflation. Investors seemed conflicted when interpretin… Read More
2022-06-03 16:28
Raising a child is expensive and can cost about a quarter of a million dollars, excluding college. For a child with special needs, that cost can more than double. If you’re the parent… Read More
2022-06-02 18:24
You’re likely reading about an “impending recession,” which sounds kind of scary, especially for those of us who remember the Great Recession of 2008-9. The question right… Read More
2022-06-02 18:05
There is probably no economic equation simpler than the formula for projecting a country’s economic growth: you multiply the annual increase in worker productivity by the increase in w… Read More
2022-06-02 15:49
Raising a child with a disability can be both richly rewarding and all-consuming. Parents are often so busy meeting the day-to-day needs of their children that there is often little spa… Read More
2022-05-23 16:46
Forty-four percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with imp… Read More
2022-05-23 15:21
When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today&rs&hell…Read More
2022-05-18 20:31
If you haven’t been reading the headlines, then you’re seeing it here first: cryptocurrency investments have been a disaster this year. Last April, the price of a single Bitcoin… Read More
2022-05-18 18:38
It now appears that we are on the cusp of experiencing the 29th bear market in U.S. stocks since 1929, and at the same time, due to rising interest rates, we are seeing the first real bear m… Read More
2022-05-13 16:46
According to the American College of Financial Services, 90% of special needs disability caregivers and family members admit that retirement planning for the parents is less of a priority th… Read More
2022-04-29 16:03
The stock market suffered an ugly downturn on Friday. Chances are, you knew it was coming. In fact, so did we. Come again? Pretty much everybody knew that sometime, someday, probably before… Read More
2022-03-24 17:55
By now you know that the U.S. is experiencing a fairly dramatic inflation rate. The Consumer Price Index rose 7.9% last year, and prices this year are surging as well. The question that is n… Read More
2022-03-24 17:16
With a war raging in Eastern Europe, the common wisdom is that we are all going to pay for sanctions against Russia in the form of higher energy costs. But it’s still a bit confusing t… Read More
2022-02-04 19:14
January 24th marked the beginning of the 2022 tax filing season. If you’re someone who stays on top of your taxes, you could’ve sent your return in as early as that date. But for… Read More
2022-02-04 15:48
In our latest Live Broadcast, we hosted Patrick Terrien, CEO and President of Columbus Council on World Affairs (CCWA). Terrien oversees and leads all aspects of programming and strategy for… Read More
2022-02-04 15:12
Aj Casey, Executive Director of Stonewall Columbus, shares her wonderful background of transferring to Columbus and becoming such an influential part of Stonewall Columbus. While attending G… Read More
2022-02-03 21:30
What is Me, Myself, and Money? Me, Myself, and Money is Emily Shull’s company that aims to help people realize why they have a certain attitude towards money. As a Certified Money Coac… Read More
2022-02-01 14:56
For most of us, it’s a little hard to believe that Europe might soon be plunging into another war. But the prospect is hard to ignore now that Russia has sent 100,000 soldiers an… Read More
2022-01-26 16:27
You might have read that people who were forced to put their social lives on hold due to the coronavirus adopted dogs and cats in record numbers last year, wiping out the population of these… Read More
2022-01-24 21:10
The latest report on college costs published by the College Board brought some good news: The increases in tuition and fees for the 2014-2015 academic year were lower than the average annual… Read More
2022-01-24 18:32
Ohio’s 529 Plan The 529 College Savings Plan was created to encourage American families to save for higher education. Reap The Benefits For Saving Applies To Other States You are not r… Read More
2022-01-24 16:59
Parents looking to take advantage of the many benefits of saving for college with a 529 plan will want to know the full details on which educational expenses qualify for tax-free distributio… Read More
2022-01-24 15:34
For parents planning for their children’s college education, there are several investment options to consider. One option that seems appealing is state-sponsored prepaid tuition plans… Read More
2022-01-20 15:16
In U.S. stock market history, bear markets—defined as a drop of 20% or more for a broad market index—happen roughly every four years and eight months. With a couple of rece… Read More
2022-01-05 21:37
Struggling with what to buy your loved ones for Christmas this year without breaking the bank? Supply shortages and new holiday shopping rules aren’t making it any easier. But, gift-gi… Read More
2021-12-27 19:26
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report. rF Voting Results: Vote Board of Directors: El… Read More
2021-12-27 19:22
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. Annual Report. rF Voting Results: Vote Board of Direct… Read More
2021-12-21 18:49
The post Proxy Vote Update: Calvert International Equity Fund CL I (2/18/2021) appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-12-21 18:46
The post Proxy Vote Update: Calvert High Yield Bond Fund I (2/18/2021) appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-12-21 18:22
The post Calvert Small Cap Fund CL I (2/18/2021) appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-12-21 18:16
The post Proxy Vote Update: Calvert Responsible Municipal INC FD-A (2/18/2021) appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-12-21 18:05
The post Proxy Vote Update: Calvert Income Fund CL I (2/18/2021) appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-12-14 16:26
The post End-of-year Financial Checklist appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-11-08 15:46
The post Holiday shopping guide and savings tips 2021 appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-11-05 20:35
The post What do the changes to the contribution limits for 2022 mean for your retirement strategy? appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-10-27 19:13
The post Is Black Friday 2021 Canceled? appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-10-04 18:54
The post 10 Financial Tips for Young Adults appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-09-30 19:45
The post A Beginner’s Guide to Budgeting appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-09-29 16:12
The post What if we don’t raise the debt ceiling? appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-09-27 19:44
The post What To Do With Your 401(k) When Changing Jobs appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-09-15 15:19
The post Social Security Trust Fund Projected to Deplete One Year Early appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-09-08 15:51
The post 3 Reasons to Consider an ESG Investment Strategy appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-08-13 12:54
The post Managing Money: A Guide to Teach Your Children appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-08-09 19:24
The post Socially Responsible Investing: Investing with your Heart appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-08-09 18:15
The post Investing for Impact appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-08-09 17:46
The post Are you ready for your portfolio to make a difference? appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-08-03 18:41
The post 7 Tips for Improving your Credit Score appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-07-30 14:50
The post Inflation Adjustments for Social Security appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-07-21 21:05
The post 6 Ways to Manage Your Student Loan Debt Like a Pro appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-07-20 13:56
The post Bitcoin Mining Ban In China appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-07-12 14:56
The post Mastering the finances of travel: How to save for your next trip appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-07-06 15:10
The post Elder Financial Abuse Epidemic appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-07-03 14:36
The post Housing Market- Remarkable Price Boom in the U.S appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-07-02 13:58
The post Second Quarter Investment Market Report 2021 appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-30 18:09
The post Haven’t filed your 2020 taxes yet? Here are 3 reasons why you should file now. appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-22 20:45
The post Retirement planning for small business owners: What to consider appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-21 19:16
The post Couple Money Managing : Questions to Ask appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-18 18:14
The post Inflation Rate Effect on Cost of Living appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-16 20:58
The post Firefly Apothecary: Empowering Individuals With Developmental Disabilities To Go Beyond The “Everyday” appeared first on rebel Financial, Financial Advisors of Columbus… Read More
2021-06-15 17:34
The post Pricey Stock Values in the U.S and Abroad appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-14 06:46
The post Earnings Season of Wall Street appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-04 17:12
The post 5 Do’s and Don’ts of Saving for Retirement appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-03 16:53
The post Financial Planning for a Child with Disabilities appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-03 14:26
The post Tax & Estate Strategies for Married LGBTQ+ Couples appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-02 23:27
The post A Living Trust Primer appeared first on rebel Financial, Financial Advisors of Columbus, OH Read More
2021-06-02 16:41
We can probably all agree that 2020 was a unique investment year, with the pandemic ravaging the economy, reducing travel and even removing the normal commute to the off… Read More
2021-06-01 20:59
Space is the final frontier. Our military now has a space force. We are about to get a full report from the government on what it knows about UFOs. Space is in the… Read More
2021-06-01 18:14
It is sometimes not easy to realize just how big the U.S. economy is compared with the rest of the world. But a recent graphic published by the GZero organization gives… Read More
2021-05-25 19:33
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s.Since January 1, 2006, employers have been a… Read More
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