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®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Ellen Hurd
      • Madison Steinbrenner
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
      • Matthew Sheets, CFP®
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Oct 31 2016

How to Prepare for Healthcare Costs in Retirement

Healthcare is one of the biggest and most unpredictable line items to prepare for in retirement. Medicare kicks in when you turn 65 however there is a big gap in what Medicare covers vs. the coverage you’re used to from your employer’s group plan.

Healthcare Costs in Retirement

For a couple retiring in 2015, Fidelity Investments reports that they will need to have an additional $245,000 in savings to cover their healthcare costs in retirement.

[Read more…]

Written by courtney mersereau · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HEALTH INSURANCE, INSURANCE, OREGON, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH, HEALTH SAVING ACCOUNT, HEALTHCARE COSTS, LONG-CARE CARE, LONG-TERM CARE INSURANCE, MEDICARE, PORTLAND OREGON FINANCIAL PLANNER, RETIREMENT PLANNING

Sep 19 2016

Portland Financial Planner Tips: Preparing for a Natural Disaster

As financial planners, our job is to help our clients prepare for the expected but more importantly, the unexpected. This can include anything from losing a job, suffering a sudden, debilitating health event, and even a natural disaster. As Portland financial planner, we are increasingly aware of the potential for a major earthquake.

Preparing for a Natural Disaster

For this reason, we asked the Red Cross to come in to speak to us about the Cascadia Subduction Zone located off the Oregon coast and their tips regarding preparation for this potentially devastating event.

[Read more…]

Written by courtney mersereau · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HOME OWNERSHIP, INSURANCE, OREGON, TAX PLANNING · Tagged: FINANCIAL PLANNING, NATURAK DISASTER, PORTLAND OREGON FINANCIAL PLANNER

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 courtney mersereau · 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

Nov 23 2015

Why Retirement Planning Should Include Emotional Preparation

Younger people are often excited by the prospect of retirement planning and dreaming of life after work. However, for those nearing the final phase of their careers, retirement can be a frightening prospect. You’ve worked incredibly hard to get to this point but now what? How will you spend your time? What will you say when people ask what you do? Do you have to learn to play golf?

Emotional Planning for Retirement

[Read more…]

Written by courtney mersereau · Categorized: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, RETIREMENT PLANNING · Tagged: FINANCIAL PLANNING, PORTLAND OREGON FINANCIAL PLANNER, RETIREMENT PLANNING

May 27 2015

In Search of Higher Ground

Ellevate Portland connects women for courageous conversation

Growing up with two older brothers meant that I’ve always been comfortable as one of the few females in the room. As a financial adviser, I even saw this as an advantage, a positive differentiator.

I soon realized, however, that it was not enough to be comfortable holding my own or being superficially unique. I wanted to be valued for my difference in approach, thought process, and perspective.

Unfortunately, there didn’t seem to be space for it.

There’s no doubt that issues of gender equity are nuanced. In my practice, I’ve seen that women are hesitant to be active participants in their financial lives for fear of appearing anything less than smart and accomplished.

This idea that vulnerability is weakness translates further into how we navigate our professional lives. My own experiences with what I identify as gender equity issues at work led me to seek out (and later create) safe environments within which to share my insecurities and frustrations.

[Read more…]

Written by courtney mersereau · Categorized: ELLEVATE NETWORK

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More Posts

Back-Door Roth vs. Roth Conversion

Understanding the Differences Between Long-Term Care Options

Trusts and Estate Planning

Post Categories

  • 401K
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  • CHARITABLE GIVING
  • DIVORCE
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