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
If college is on the horizon for yourself or someone you love, you have likely heard of the FAFSA – the Free Application for Federal Student Aid. Used by the government to award federal school aid, grants, and scholarships, the FAFSA is a form that is filled out annually for the upcoming academic year to determine how much a student and his or her family are expected to be able to contribute towards their college education.
Equity compensation can be as valuable, if not more so, as cash compensation over the long-term. The election of Restricted Stock Units (RSUs), stock options, or a mix between the two is offered to qualifying employees every August. Let’s review some key factors that separate these two deferred compensation methods.
With the ever-increasing costs of higher education, state-sponsored 529 plans have quickly become a popular vehicle for saving and investing for these expenses. However, a drawback of these tax-advantaged plans has been what to do with leftover funds should the beneficiary not need them. In this month’s blog post, we will discuss what options are available to those with an unused 529 plan funds, including insight into the exciting new option introduced with the passage of the SECURE 2.0 Act in 2022.
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.
In a world that champions equality and justice, it may come as a surprise that there still exists a subtle form of discrimination known as the “Pink Tax”. This is not an actual government tax but rather a term coined to encapsulate the idea that being a woman costs more than being a man due to gender-based pricing of everyday necessities, services, and goods.
