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.
Warren Buffet’s Berkshire Hathaway announced this week that they plan to acquire Precision Castparts, one of Oregon’s few Fortune 500 companies. The deal is Berkshire Hathaway’s most ambitious yet and at $37.4 billion, further strengthens its portfolio’s position in the industrial sector. The transaction requires approval by a majority of PCC’s outstanding shares and closing is expected to occur during the first quarter of 2016.
Certified
Private Wealth Advisor
