BLOG > NEWS Engaging with a financial advisor is significant for both the client and the advisory firm. Considerable time, effort, and resources are invested to ensure that th… Read More
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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
BLOG > NEWS A common question arises for individuals with disabilities who enter the workforce: Should they contribute to their employer’s 401(k) plan, especially when conside… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Materials rF Voting Results: 1. Corporate Action: 1. To auth… Read More
BLOG > NEWS The sudden downward lurch in the stock market shone a brief spotlight on something called the Yen carry trade, which was cited as one of the causes of the selloff. But w… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting Results: 1. Vote Board of Directors: 1.1 &nd… Read More
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: 1. Election of four… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting Results: 1. Vote Board of Directors: Electio… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. rF Voting Results: 1. Vote Board of Directors: Electio… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement. (TBD) Annual Report. (TBD) ESG Report. (TBD) Form 10-K. (TBD)… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Combined Proxy Statement and Annual Report.(TBD) rF Voting Results: Vot… Read More
Below are the resources for and the results of our recent Proxy Vote on behalf of our clients: Proxy Materials: Proxy Statement.(TBD) Annual Report.(TBD) rF Voting Results: Election of Class… Read More
BLOG > NEWS Several U.S. states have become attractive destinations for retirees, due to the fact that they don’t charge state income taxes. Florida, Nevada, South Dakot… Read More
BLOG > NEWS One of the eternal embarrassments that Americans must endure is our relatively low ranking in the various global health indices. Take, for example, the Legatum Pro… Read More
BLOG > NEWS > INVESTMENT It seems like every news cycle includes an article about how the Social Security trust fund is about to run out of money. ‘About’ may be some… Read More
BLOG > NEWS > SPECIAL NEEDS For families with children with disabilities, financial planning often involves navigating unique challenges and considerations. Recently, I had a conversat… Read More
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
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
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… Read More
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
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
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: To approve ne… Read More
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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