Vision Capital Management 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.

  • About
    • Our Story
    • The Team
      • Christopher Anissian
      • Katelyn Cummings, CFP®
      • Bryan Goss
      • Gina Jacobson, CFP®, CDFA
      • Marina Johnson, CFA
      • John LaBarca, CFA
      • Ellen Logan
      • Maria Malloy, CFP®
      • Sue McGrath
      • Sarah Quist, CFP®
      • Jeffrey Schmidt, CFA
      • Matthew Sheets, CFP®
      • Chris Sizemore, CPWA®, CMFC
      • Stacy Sizemore, IACCP®
      • Madison Steinbrenner, IACCP®
      • Liz Swagerty Olsen
      • Cliff Yount, IACCP®
    • Careers
  • How We Help
    • Financial Planning
      • What is Financial Planning?
    • Investment Management
      • Our Approach to Investing
      • Investment Update
      • Environmental Social Governance
  • Who We Help
    • Employees with Stock Compensation
    • Gen X
    • NIKE Employees
    • Nonprofits
    • People Experiencing Life Transitions
    • Professionals
    • Women Seeking Female Financial Advisors
  • Learn More
    • Blog
    • Events
    • VIDEOS
    • FAQ
    • Contact
  • Client Portal
  • Contact

Aug 07 2017

13 Vital Tips for Downsizing in Retirement

One of the hardest decisions retirees have to make is when and how to downsize in retirement. As we age, stairs can become a nuisance and as maintenance and utility expenses rise, it can make sense to transition to a more simplified arrangement for living.

Downsizing in Retirement

What’s more, many retirees rely on the equity in their home to help fund their retirement and potential medical costs. [Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, HOME OWNERSHIP, REAL ESTATE INVESTING, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING · Tagged: RETIREMENT

Sign up for the Vision Capital Newsletter

More Posts

Investment Strategy Update: Rate Cuts to the Rescue

Webinar Recording: Cybersecurity Tips and Best Practices

Vision Capital Management Named to Largest Women-Owned Businesses List

Post Categories

  • 401K
  • 529 PLAN
  • CHARITABLE GIVING
  • DIVORCE
  • ECONOMY
  • ELLEVATE NETWORK
  • ESTATE PLANNING
  • FIDUCIARY
  • FINANCIAL ADVISOR
  • FINANCIAL PLANNING
  • HEALTH INSURANCE
  • HOME OWNERSHIP
  • INSURANCE
  • INVESTMENT MANAGEMENT
  • INVESTMENTS
  • MEDICARE
  • NIKE
  • OREGON
  • OREGON ECONOMY
  • PARENTING
  • PERSONAL FINANCE
  • REAL ESTATE INVESTING
  • RETIREMENT PLANNING
  • SOCIAL SECURITY
  • TAX PLANNING
  • UNCATEGORIZED
  • WOMEN

Certifications and Associations

Certified Women Owned Business
Certified
Private Wealth Advisor
Certified Financial Planner
CFA Institute
Certified Divorce Financial Analyst
Financial Planning Association Member
  • Email
  • Facebook
  • Instagram
  • LinkedIn
  • Twitter
  • YouTube
  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
  • Directions
    • About
    • Individuals
    • Institutions
    • Resources
    • Contact

    © 2025 Vision Capital Management, Inc. | Privacy Policy | ADV Brochure | ADV Supplement | Form CRS