by Vision Financial Group | Jan 16, 2019 | Investments, Personal Finance, Retirement
A look at the importance of designating beneficiaries. Who have you chosen to inherit your funds? Can you imagine what would happen if the money in your account went to someone you were estranged from? Or if your heirs found out that you never named a beneficiary in...
by Vision Financial Group | Sep 19, 2018 | Investments, Personal Finance, Retirement
Have you ever wondered about the benefits of a 403(b)? This retirement plan allows teachers & employees of non-profits to invest for the future. Does your spouse contribute to a 401(k)? You are probably eligible for a retirement plan that can help you save and...
by Vision Financial Group | Jun 29, 2018 | Budgeting, Investments, Personal Finance
Saving for college doesn’t have to be a daunting task. How can you cover your child’s future college costs? Saving early and often may be the key for most families. Here are some college savings vehicles to consider: 529 college savings plans. Offered by states and...
by Vision Financial Group | Apr 12, 2018 | Investments
How should you respond to volatility? When considering this question, you may want to think about the bigger picture before making any decisions. In 2017, Wall Street saw very little pronounced volatility. The absolute daily percentage change for the S&P 500 in...
by cambridgesourcesites | Feb 9, 2017 | Investments, Personal Finance, Retirement
Some early financial behaviors that may promote a comfortable future. You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort more productive, to improve your chances of ending up with more retirement...
by cambridgesourcesites | Dec 14, 2016 | Budgeting, Investments, Personal Finance
Simple decisions & new habits might lead you toward a better financial future. In life, there are times when simple decisions can have a profound impact. The same holds true when it comes to personal finance. Here are some simple choices you could make that may...
