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

How to Protect Assets in a Divorce

Protecting Assets in a Divorce

It’s no secret that 2020 was a stressful year for many. With social outlets few and far between, relationships of all kinds were put to the test, especially for those living together. In some cases, the stress of social distancing, shut down measures, and financial concerns amongst the backdrop of a pandemic were simply too much to overcome. Divorce is on the rise around the world. While we hope that love lasts a lifetime, it’s important to consider how a divorce could affect your financial security and future as well as any dependents.

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Financial Resolutions for the New Year

Each year when the holidays arrive and the new year is around the corner, we reflect on our decisions and experiences over the past twelve months (perhaps especially after 2020!): what we did well, what we learned, what we could have done differently, or how we want to improve for the next year. Improving organizational skills is a common theme for many, as we strive to get ahead of what’s coming while tidying up what’s already happened. To help as you think through ways to better organize your life, let’s address the ways in which you can improve and check in on your financial life so you can start 2021 feeling proactive. 

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Health Insurance Enrollment Explained, Including Medicare

Whether you’re eligible for Medicare, signing up for employer-sponsored healthcare, or finding an individual plan on the marketplace, health insurance can be one of those topics that finds its way to the bottom of our to-do list and makes us all sigh.

Health Insurance Enrollment ExplainedUnderstanding your health coverage options can be a daunting task to navigate, but avoidance can have real consequences to your health and well-being! It’s important to be mindful of what coverage you need, annual enrollment and change periods, and potential penalties of missing deadlines in order to ensure you’re signed up on time for a plan that fits your needs.

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Access to Saving for Retirement

The lack of Americans’ retirement savings, referred to as “retirement insecurity”, is a topic we are hearing more and more about as the Boomer generation ages into retirement. Private company pensions are few and far between these days, putting the onus of saving for retirement on individuals, rather than corporations. Compounding the issue of the lack of retirement savings is the fact that Americans are living longer and will need to save more to cover living expenses and potentially higher medical costs later in life. Elected officials have responded to the potential crisis by enacting legislation such as the SECURE Act (Setting Every Community Up for Retirement Enhancement) and the OregonSaves program.

Access to Retirement Savings

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Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
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