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Finding the Balance Retirement and Quality of Life Behavioral Finance 4 Elements of an Estate Strategy

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

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

Building Your Legacy

A four-step framework for building a personal legacy.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Your Cash Flow Statement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Saving for College 101

Here’s a crash course on saving for college.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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