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

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      • Sue McGrath
      • Marina Johnson, CFA
      • Sarah Quist, CFP®, CDFA
      • Cliff Yount, IACCP®
      • Chris Sizemore, CPWA®, CMFC
      • John LaBarca, CFA
      • Jeffrey Schmidt, CFA
      • Bryan Goss
      • Katelyn Cummings, CFP®
      • Madison Steinbrenner
      • Ellen Hurd
      • Maria Malloy
      • Gina Jacobson, CFP®, CDFA
      • Stacy Sizemore, IACCP®
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Nov 30 2021

High Earners and Health Savings Accounts

High earners are often looking for ways to strategically save on taxes while boosting their financial outlook. Health savings accounts (HSAs) are a great option for accomplishing this because they provide an uncommon three-point tax benefit: contributions reduce your taxable income, investments within the account grow tax-free, and, as long as you spend the funds on qualified medical expenses, the withdrawals are tax-free too. Additionally, HSAs have fewer restrictions and more benefits than flexible savings accounts (FSAs).

Healthcare and Wealth [Read more…]

Written by Marina Johnson · Categorized: HEALTH INSURANCE, INVESTMENT MANAGEMENT, PARENTING, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH SAVING ACCOUNT

Sep 28 2020

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.

[Read more…]

Written by Marina Johnson · Categorized: FINANCIAL PLANNING, HEALTH INSURANCE, INSURANCE, MEDICARE, TAX PLANNING · Tagged: FINANCIAL PLANNING, HEALTH INSURANCE, MEDICARE

Aug 30 2020

Estate Planning in the Age of COVID-19

Everyone’s least favorite subject is also one of the most important things to consider during a global pandemic: estate planning, the topic that brings about both the discomfort of facing our own mortality and the urge to ensure our affairs are in order. Perhaps the emergence of COVID-19 prompted you to speak with an attorney and get the ball rolling, or maybe you’ve already had your documents prepared but want to confirm that they’re up-to-date. Regardless of how far along you are in the estate planning process, it’s always a good idea to revisit your plans to make sure that you have everything you need.

Estate [Read more…]

Written by Marina Johnson · Categorized: ESTATE PLANNING, INVESTMENT MANAGEMENT, RETIREMENT PLANNING, TAX PLANNING · Tagged: COVID-19, ESTATE PLANNING

Feb 27 2020

Tax Planning – How to Be Proactive Throughout the Year

When winter melts away and springtime flowers start to bloom, your first thought is that tax filing season is around the corner, right?

If that’s just us, that’s ok, because we’re reminding our clients of a few things they can do to reduce their previous year’s tax bill. We prefer, however, to be more proactive with tax planning, so let’s talk about what you can do now and throughout the year to plan for your next tax bill.

tax planning

[Read more…]

Written by Marina Johnson · Categorized: 401K, CHARITABLE GIVING, FINANCIAL PLANNING, TAX PLANNING · Tagged: PROACTIVE TAX PLANNING

Jan 30 2020

Understanding the SECURE Act

Signed into law at the end of 2019, the SECURE Act poses potentially significant changes to most Americans’ plans for retirement and estate planning documents. SECURE stands for Setting Every Community Up for Retirement Enhancement, and it went into effect on January 1st, 2020. The goal of the bill was to address what some are considering to be a national retirement crisis.

Security Act

[Read more…]

Written by Marina Johnson · Categorized: 401K, ECONOMY, FINANCIAL PLANNING, INVESTMENTS, RETIREMENT PLANNING, TAX PLANNING · Tagged: FINANCIAL PLANNING, IRA

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