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
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.
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.
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.
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.
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.
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.
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?
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.
