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.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A look inside the U.S. government's statistics on household net worth.
For homeowners who think their property taxes are too high, there are ways to appeal.
Learn when it may not make sense to file a claim on your home insurance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here’s a quick guide to checking to see if you have unclaimed money.
That big list of dreams and goals isn't the only way to look at your bucket list.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Smart investors take the time to separate emotion from fact.