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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
It may help your business be better prepared in the event of the death of a principal or key employee.
The federal government requires deceased individuals to file a final income tax return.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are common mistakes you can avoid when saving for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.
How do the markets usually react to elections? Was the 2016 election any different?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.