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RE: Retirement Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome to Vision Wealth Management's web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

At Vision Wealth Management we help people connect their money with their purpose.  Using your main purpose as a focal point, we use a three step process that aligns financial choices with what is most important to you.

The 3 steps are:

Step 1: Clarify your Purpose & Vision of Wealth

Step 2: Develop a Wealth Plan

Step 3: Invest in Alignment with Purpose

 Why we use the Vision Wealth Plan?

Without meaningful purpose and focus, it is easy to get distracted from what is most important.  We at Vision Wealth Management. believe that a Wealth Plan helps you stay connected to your Financial Visions through sunny and stormy weather.  We work to provide you with powerful tools and guidelines to help keep you on course and avoid short term decisions that may not be in alignment with your long term goals and purpose.  




Helpful Content

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Surprises

Making the most of surprises is a great reason to work with us.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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