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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Lifestyle considerations in creating your retirement portfolio.
Building wealth requires protection from the forces of wealth destruction.
In the face of divorce, making changes to insurance coverage may be overlooked.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Do you know these three personal finance sayings?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations? Here are three tips.