Financial Advisor Portland Oregon

Vision Capital Management has been providing clients financial planning and investment management services since 1999. Visit our site to find out more

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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
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      • Jeffrey Schmidt, CFA
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      • Katelyn Cummings, CFP®
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      • Stacy Sizemore, IACCP®
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Archives for May 2016

May 23 2016

15 Things to Know About College Savings Plans (with special Oregon 529 Plan Tips)

Do you find saving for college a daunting task?

You are not alone. It’s important to know that you have options for tax-deferred education savings.

529 plans for college savings

The 529 is the most popular college savings plan available. We’ve identified 15 things you should know in order to get the most out of a 529 Plan, with a focus on Oregon 529 Plans.

[Read more…]

Written by Marina Johnson · Categorized: 529 PLAN, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, OREGON, PARENTING, TAX PLANNING · Tagged: 529 ACCOUNT, 529 COLLEGE SAVINGS PLAN, 529 PLAN, 529 PREPAID TUITION, COLLEGE SAVING, COLLEGE SAVINGS PLANS, FINANCIAL PLANNING, OREGON 529 PLANS, TUITION PLANS

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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