Your legacy is important. Make sure it’s preserved the way you intend with an Estate Plan review with your team at Vision Capital. Together, we’ll review your investments for beneficiary and contingent beneficiary designations. Revisiting these on an ongoing basis allows you to rest assured that your loved ones are thoughtfully accounted for.
Financial Planning in the New Year
Start the year with good financial habits and lay the groundwork for a healthier and more prosperous financial future. Just like working with a personal trainer to achieve physical fitness goals, working with a financial planning expert can help you improve your financial wellness and make progress towards your financial goals. [Read more…]
Financial Guide to the Northwest: Comparing Oregon and Washington
Northwest living offers green landscapes, mountains, beaches, and plenty of outdoor fun. Living in Oregon or Washington, two of these beautiful northwest states, bring very different financial planning considerations. This financial guide to the northwest outlines some of the important factors that impact optimizing after tax investment returns, life transitions, and saving for college.
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.
Spring Cleaning for Your Finances
Spring: the season of growth and revival. After a long, cold winter, nothing feels better than cleaning up and getting organized. It’s the perfect juncture, nestled between the beginning of the year and summertime, to make changes to your current routine and establish new habits that are a better fit for your future by not only refreshing your home, but revamping your finances as well.
