Broker Check

February 2021 Edition 

Black History Month 


#VITALNEWS


Our Process


On Sunday, December 27, 2020, the Consolidated  Appropriations Act, 2021 (CAA 2021) was signed into law. A $900 billion emergency relief package is included as part of this omnibus spending bill. It is    intended to assist individuals and businesses        during the ongoing coronavirus pandemic and    accompanying economic crisis. Major relief provisions are summarized here, as well as some    additional tax provisions.



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Our History


There are such things as good and bad retirement accounts, but which is which often depends on your situation. Take Traditional and Roth IRAs, for example. They’re similar in a lot of ways, but one of them is probably going to offer you better tax advantages than the other. Here’s a closer look at some of the key differences between the two accounts so you can decide which one deserves your money.



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Our Values


People dream about their retirement: what they will do, where they will travel, where they will live. Often, as they grow closer to retirement, they discover that their various sources of income won't be enough to meet their needs and allow them to do the things they want. If you think you might find yourself in this situation, you'll need to adopt a plan to bridge this projected income gap. Here are some strategies to consider:



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Team Member Spotlight 

Melanie Brueggemann | Investment Coordinator 

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Meet Melanie Brueggemann. She is our Investment Coordinator, resident team mom and whipper snapper. She really leads the charge in ensuring our clients successfully open their investment accounts and fulfills all their requests to existing accounts. 

This is a second career for Melanie. She was a Country Distribution Center Controller for an international known retailer before joining us. Her experience has really added tremendous value to the growth of our firm and the service to our clients. 

Melanie was actually born and raised in Germany before coming to the states in 2003. She was born to a native German mother and an African American father, from Atlanta, GA. They met while he was stationed in Berlin. We recently learned that her grandfather was a Holocaust survivor. So much history! 

Melanie now resides in Hoboken, NJ with her husband whom she met in Germany and her son Keanu. We are proud to have such a dedicated and caring team member such as Melanie and love how diverse our team is. 



Our Process


As we have entered the 2020 tax filing season, the Internal Revenue Service (IRS) has issued new federal income tax brackets for 2021. The attached guideline includes important information about the IRS tax rate schedules, tax tables, contribution limits



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Our History


Both housing and economic cycles used to last five to seven years, but the economy has shifted to longer cycles, due to factors such as technology and monetary policy. The housing market has followed suit and the result is what I have defined as the Brave New Housing Cycle, which is poised to last seven to 10 years.


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Our Values


The path of the virus is unknown, and the economic healing process is likely to be staggered. This kind of uncertainty can cause anxiety around your investments, but we find comfort in areas where we have more visibility. In our view, monetary policy, the fundamental driver of the business cycle, will remain supportive for the foreseeable future.



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Maya Angelou Biography(1928–2014)

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Maya Angelou was a civil rights activist, poet and award-winning author known for her acclaimed 1969 memoir, 'I Know Why the Caged Bird Sings,' and her numerous poetry and essay collections.

Who Was Maya Angelou?

Maya Angelou was an American author, actress, screenwriter, dancer, poet and civil rights activist best known for her 1969 memoir, I Know Why the Caged Bird Sings, which made literary history as the first nonfiction bestseller by an African American woman. Angelou received several honors throughout her career, including two NAACP Image Awards in the outstanding literary work (nonfiction) category, in 2005 and 2009. 

Read more about Maya Angelou Here>

SEND RESUMES TO DORLIS@VITALPLANNING.COM

Insurance Coordinator­­­­_______

Navigate all new business workflow for a team of financial planners.

Find description here: Insurance Coordinator Job Description

CRN202302-277791

 

 Client Relationship Coordinator­­­­_______

Coordinate and manage all client relationship servicing and team administration.

Find description here: Client Relationship Coordinator Job Description

CRN202302-277791


SEND RESUMES TO DORLIS@VITALPLANNING.COM

Upcoming Webinars


ESG Investing | BlackRock



Join us for an educational webinar on ESG investing. Our guest speaker, Tom Scarrone, Model Specialist, will discuss:
-What is ESG?
-Identifying Risks
-Capturing Opportunities
-Why sustainability is the new standard for -investing


REGISTER HERE
Navigating Taxes In Today's Environment 2021



So much has changed over the last 4 years in the Tax Landscape. Join us for a review of:
-The Tax Cuts & Job Act
-Tax Planning Strategies
-The importance of tax-efficient investing.


REGISTER HERE

CRN202302-278357

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