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 | Nov 1, 2018 | Personal Finance, Retirement
When should you claim Social Security? Consider a few key factors as you decide with your financial professional: How long do you think you will live? If you have a feeling you will live into your nineties, for example, it may be better to claim later. If you start...
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 | Aug 14, 2018 | Personal Finance
Guarding Against Identity Theft Take steps to protect your vital information. America is enduring a data breach epidemic. The latest annual study of the problem from Javelin Strategy & Research, a leading financial analytics research firm, says that 16.7 million...
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 cambridgesourcesites | May 8, 2017 | Personal Finance
When you marry, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have to succeed financially. At some point, you will have to ask yourselves questions about both your shared finances and...
