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 Seen Through Your Eyes
What's your vision of retirement?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Steps to help you sustain and grow your retirement savings.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Do you understand these common mobile slang terms?
Looking ahead can help you conquer these unique obstacles.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.
Learn about the importance of having an estate strategy in this helpful and informative video.
Imagine your ideal post-pandemic retirement with this animated video.
For women, retirement strategy is a long race. It’s helpful to know the route.
All about how missing the best market days (or the worst!) might affect your portfolio.