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®
      • Chris Sizemore, CPWA®, CMFC
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
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Dec 30 2022

Understanding the Secure Act 2.0

In 2023, the SECURE Act 2.0 for retirement savings becomes federal law, reshaping tax incentives for years to come by making numerous changes to existing retirement account rules and related tax breaks. Though there are many changes, below are some of the ones that will impact high wage earners, those still working, and those who have or are about to retire.Secure Act 2.0 [Read more…]

Written by Maria Malloy · Categorized: 401K, 529 PLAN, FINANCIAL PLANNING, RETIREMENT PLANNING · Tagged: FINANCIAL PLANNING, IRA, RETIREMENT PLANNING

May 23 2022

Next Steps for the Graduate: 5 Alternatives to Attending College

Graduation time is here! High school seniors will walk across the stage and into the next phase of life. Some graduates are certain and excited about their next step. Others may be unsure what the future will bring. If you are feeling uncertain, there are plenty of options to support yourself while gaining valuable life experience.

attending college [Read more…]

Written by Marina Johnson · Categorized: 529 PLAN, FINANCIAL PLANNING, PARENTING · Tagged: CAREER, COLLEGE SAVING, FINANCIAL PLANNING

Jul 27 2021

How to Spend Leftover 529 Plan Money

What happens if your child ends up not spending all (or any) of the funds in their 529 plan? Maybe they received a scholarship or opted to enroll in a U.S. Military Academy, and now you need to figure out what to do with the money you saved for them. Although it may seem farfetched that your child will not need every penny, about 10% of families end up having funds leftover that the original beneficiary did not need. To put that in perspective, there are more than 14.8 million 529 plan accounts, and at the end of 2020, they were holding a record-high of $425 billion! If you and your child find yourselves in such a predicament, don’t worry, you have plenty of options to ensure the remaining money is put to good use.

529 Plan Leftover [Read more…]

Written by Marina Johnson · Categorized: 529 PLAN, FINANCIAL PLANNING, INVESTMENTS, PARENTING · Tagged: 529 PLAN, COLLEGE SAVING

Dec 02 2019

The Conversation on Paying for College

According to an article by Forbes, the average total cost of a four-year degree is now over $100,000, more than double, even when accounting for inflation, than it was 30 years ago. Perhaps even more shocking, the total college price tag grew nearly eight times as fast as wages over the same period. Working your way through college is nearly impossible and it’s no secret that student loans make up the largest slice of non-housing debt in the U.S.

So how do you plan for and advise your child as they weigh their post high school graduation options?

Student Debt

[Read more…]

Written by Marina Johnson · Categorized: 529 PLAN, FINANCIAL PLANNING, INVESTMENTS, PARENTING, RETIREMENT PLANNING, TAX PLANNING · Tagged: COLLEGE SAVING, FINANCIAL PLANNING, student loan burden

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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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
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