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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
When considering life insurance, it's important to understand your options.
Talking about money isn’t as scary as it seems.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn about what risk tolerance really means in this helpful and insightful video.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
It’s never a bad time to speak with your financial professional about changes in your situation.