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Not All Assets Are Inherited Equally

One day, your kids or grandkids will inherit what you leave behind. Or, you may be the one set to inherit from the older generation. In either case, understanding the different tax ramifications between various asset/account types will go a long way toward avoiding mistakes at the time of inheritance and hopefully set the stage for

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Summarizing the Tax Cuts and Jobs Act (TCJA)

Not exactly an easy task… summarizing the largest tax change in 30 years. Instead of an exhaustive list of changes, here are the items we feel are most applicable to our clients, in order of relevance. Where possible, we offer planning considerations.

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Lessons 30 Years After 1987

Last month marked the 30th anniversary of Black Monday, October 19th, 1987, when the Dow Jones Industrial Average fell 508 points and the S&P 500 saw a one-day loss of -20.5%. The market has certainly come a long way since then, having weathered two more bear markets and continuing to reach all-time highs.

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Vision Wealth Planning Turns 5!

This month marks the fifth anniversary of Vision Wealth Planning. In 2012, I set out to take the best of what I had learned in my previous 20 years of experience to provide a service that is personal, professional and directly addresses the wealth management needs of a select group of individuals and families.

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What To Do Now About the Equifax Data Breach

In the midst of two natural disasters in the last two weeks, Equifax announced a man-made disaster that could cause financial issues for years to come. Equifax, one of the big three credit bureaus, has itself been hacked, exposing millions of citizens’ personal identification. We are writing to share some information with you about the breach, Equifax’s current course of action, and, most important, what you can do to protect yourself.

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