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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
A few strategies that may help you prepare for the cost of higher education.
Do you have an estate strategy? You should.
Building wealth requires protection from the forces of wealth destruction.
Learn about all the parts of Medicare with this informative and enjoyable article.
How long does a $20 bill last?
Steps to help you sustain and grow your retirement savings.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
The importance of life insurance, how it works, and how much coverage you need.
Even low inflation rates can pose a threat to investment returns.
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bucket lists don’t have to be for tomorrow.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.