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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Learn about the risks of not having health insurance in this informative article.
As our nation ages, many Americans are turning their attention to caring for aging parents.
What role would taxes play in your investment decisions?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement 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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
All about how missing the best market days (or the worst!) might affect your portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.