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
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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • Courtney Mersereau, CFP®
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Langley
      • Ellen Hurd
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Mar 29 2022

Marriage and Social Security Retirement Benefits

Since Social Security benefits are often a substantial part of your cash flow during retirement, it’s important to understand how they can be impacted by marriage and divorce. Every relationship and financial situation is different, so it’s wise to be prepared to make well-informed decisions about your benefits.

Marriage and Social Security Benefits [Read more…]

Written by Emily Arnold · Categorized: DIVORCE, FINANCIAL PLANNING, SOCIAL SECURITY · Tagged: FINANCIAL PLANNING, RETIREMENT PLANNING

Jun 29 2020

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

[Read more…]

Written by Emily Arnold · Categorized: 401K, FINANCIAL PLANNING, INVESTMENTS, RETIREMENT PLANNING, SOCIAL SECURITY · Tagged: 401k, FINANCIAL PLANNING, RETIREMENT PLANNING

Jan 29 2019

Gifting Money to Your Children

As your children grow into adults, your relationship with them naturally evolves. You love them and may want to continue to support them in various ways but, when it comes to supporting them financially, things can get complicated.

Gifting money

[Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INVESTMENTS, PARENTING, RETIREMENT PLANNING, TAX PLANNING · Tagged: FINANCIAL PLANNING, GIFTING MONEY, RETIREMENT PLANNING

Oct 31 2016

How to Prepare for Healthcare Costs in Retirement

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.

Healthcare Costs in Retirement

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.

[Read more…]

Written by courtney mersereau · Categorized: ESTATE PLANNING, FINANCIAL PLANNING, HEALTH INSURANCE, INSURANCE, OREGON, RETIREMENT PLANNING, SOCIAL SECURITY, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH, HEALTH SAVING ACCOUNT, HEALTHCARE COSTS, LONG-CARE CARE, LONG-TERM CARE INSURANCE, MEDICARE, PORTLAND OREGON FINANCIAL PLANNER, RETIREMENT PLANNING

Nov 23 2015

Why Retirement Planning Should Include Emotional Preparation

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?

Emotional Planning for Retirement

[Read more…]

Written by courtney mersereau · Categorized: FINANCIAL PLANNING, INVESTMENT MANAGEMENT, RETIREMENT PLANNING · Tagged: FINANCIAL PLANNING, PORTLAND OREGON FINANCIAL PLANNER, RETIREMENT PLANNING

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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  • 4380 S. Macadam Avenue, Suite 350 Portland, OR 97239
  • (800) 707-5335
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