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Athena K. Stone has been with Attentive Investment Managers, Inc. since 2003, is an Investment Advisor and the Chief Compliance Officer for the company. Mrs. Stone earned her Chartered Retirement Planning Counselor (CRPC) designation in 2010 from the College for Financial Planning. She received the designation of Accredited Investment Fiduciary...

Athena K. Stone has been with Attentive Investment Managers, Inc. since 2003, is an Investment Advisor and the Chief Compliance Officer for the company. Mrs. Stone earned her Chartered Retirement Planning Counselor (CRPC) designation in 2010 from the College for Financial Planning. She received the designation of Accredited Investment Fiduciary (AIF) from Fi360 in 2011. She earned her Bachelor of Arts Degree in Organizational Leadership from Brandman University in 2012 and her Master of Science in Financial Planning and Designation of MPAS (Master Planner Advanced Studies) from the College for Financial Planning in 2018.

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Market Update: 2021 Mid-3rd Quarter

While I remain confident that the U.S. equity market will eventually outperform in 2021 there will almost certainly be a greater degree of volatility in the second half of the year. With the double-edge sword that is vaccinations and the Delta Covid variant, economic restrictions are likely to lead to a slowdown in global growth.

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Fiduciary Investment Advisor

A Fiduciary duty can be found in many professions however, within the context of investment advisors the duty begins and ends with loyalty and care.

The duty of loyalty is the obligation to always serve the clients’ best interest as well as the mitigating any conflicts of interest.

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Child Tax Credit Payments

Starting in July, Americans who have children aged 17 and under, will be receiving payments for the Child Tax Credit that passed legislation under the American Rescue Plan. The IRS will begin sending out monthly payments of $250 or $300 through December to qualifying families.

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Lessons Learned as a Financial Advisor

Most of the lessons we have learned as Advisors is how we turn communication into actionable and successful plans to reach your goals. How we utilize resources for your benefit and the process that takes place, provides us with insight on how to best serve you, our clients. Financial Advising is both an Art and a Science.

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Important Information about the American Rescue Plan

Stimulus Check

Eligibility for the $1,400 (per person) stimulus check will be based on your reported income from either your 2019 or 2020 (if filed) tax return. Individuals will be eligible if they have an AGI of $75,000 or less and Married couples with an AGI of $150,000 or less. The income cap is $80,000 and $160,000 respectively. Many people have already received their stimulus payment or will within the coming weeks. You may still use the “Get my payment” tool on IRS.gov to find out specific details regarding your payment.

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Book Review 1 -
Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement

Reverse Mortgages: How to Use Reverse Mortgages to Secure Your Retirement
By Wade D. Pfau, Ph.D., CFA

Reverse Mortgages are a financing tool that have largely been ignored by retirement and financial planning professionals because of the negative connotation from years past. Dr. Pfau was interested in exploring this untapped resource and how it may fit into a retirement plan in a beneficial way and aren’t inherently a bad idea. The countless hours he spent researching reverse mortgages is apparent.

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Athena’s Top 3 Tips about Investing

Pay yourself first

You know the scenario, it’s payday and before you know it bills are paid and you’ve already planned three dinners out with friends. Your budget is wiped out and you did not add to your savings. One of the best methods to ensure that you are hitting your savings goals is to pay yourself first.

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Making Charitable Donations from your IRA

If you have reached age 70½ and are evaluating charitable giving options, you may consider making a charitable donation directly from your IRA.

The benefits

Contributions made directly from your IRA to a charity reduce the taxable portion of your IRA distributions and count toward your annual required minimum distribution (RMD).

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