Vision Wealth Partners is a financial planning and investment firm that specializes in helping people take control of their money and plan for the future.
Vision Wealth Partners helps young professionals, retirees and visionary entrepreneurs make smart financial decisions and turn vision into reality.
Should you #invest outside the U.S? My latest blog post breaks it down. http://bit.ly/2wktNLI #getyourpassport #internationalinvesting
visionwealthpartners.com International Developed. Emerging Markets. Frontier Markets. Perhaps you have heard these terms before but are unsure exactly what they mean. In...
Two great questions to get answers to right now: 1. How would a 20% drop in the current market affect your 401(k) or IRA? 2. What is your risk plan for avoiding the next downturn? http://fxn.ws/2fchLNW
Not the kind of records we want to be breaking. With the economy picking up, we should be reducing cc debt and saving surpluses to invest - at least those interested in building wealth. http://ow.ly/nNnh30ef5Dc
finance.yahoo.com U.S. consumer credit-card debt just passed an ominous milestone, beating a record set just before the global financial system almost collapsed in...
Health Savings Accounts, or HSAs, are the craze right now. Are they right for you? Check out my latest blog post on how HSAs might have you doing the happy dance.
visionwealthpartners.com HSAs, or Health Savings Accounts, are gaining in popularity. But is it the right choice for you? In this post I’ll discuss the in’s and out’s of HSAs and lay out the case for why you should consider contributing to one. In this post we’ll discuss: What is a Health Savings Account (HSA) Who Qualifies...
Your income and your ability to save is your number one wealth-building tool.
marketwatch.com It is only natural for investors to want assets with the best possible performance and lowest costs, but the secret to building wealth has less to do with returns and more to do with your rate of savings
Happy 4th of July! Stay safe and enjoy time with family and friends on this beautiful day! #America
A case for sound financial planning and K.I.S.S investing, especially with professional athletes. http://fxn.ws/2t5TsEj #nfl #investing
Upcoming social security changes in 2018.
Any increase to Social Security would be welcomed news for seniors living on a fixed income, but the potential six-year high won’t necessarily be something to write home about, according to The Senior Citizens League.
Check out this article about the major market indexes I was recently quoted in U.S. News . http://ow.ly/tdcy30cMM3j #finance #investing #stocks
finance.yahoo.com As the second-longest bull market in history rages on and many indexes keep breaking records, it's fair to wonder if U.S. stocks are overvalued and...
The market is fumbling around the last few days. Here's a recent article I was quoted in from TheStreet about drops in the market. http://bit.ly/2s3ysgY
thestreet.com Nerves were rattled on Wall Street last week, but fundamentally, the market remains sound
Wow, pay attention to the regrets of those already retired.. and take heed!
Remembering all those who paid the ultimate sacrifice for our freedoms. Remember the fallen with a smile today.
Happy Memorial Day, 2017. Don't forget to smile. --JKO
Happy Friday Everyone! Here's your Friday Funny - Investing Style! End of the month, stay within your budget? 😂 👌
Happy Friday Everyone! Here's your Friday Funny - Investing Style. 😂 😎
Recently quoted in U.S. News Great article on investor complacency. http://ow.ly/MWRm30bGnOo #investing #retirement #stockmarket #money #wealth
money.usnews.com Professionals worry that Americans are taking stock market risk too lightly.
[05/12/17] I have yet to meet someone who is actively planning to fail, but I've met tons who are actively failing to plan. #plan #money #retirement
Happy Friday Everyone! Here's your Friday Funny - Investing Style! This kid is going places! 😂 👊
Key to fixing healthcare lies not in never-ending arguments about insurance but addressing underlying costs. http://ow.ly/Qf2c30bDG2p #costs
nytimes.com Its community care centers provide quality, low-cost care.
No time to create a financial plan? Here's how to get it done anyway. http://ow.ly/XqQ430bBwLu #financialplanning #retirement #finances
visionwealthpartners.com Have you ever heard the old British Army phrase about the 6 P's? Proper Planning Prevents Piss Poor Performance. It's the same with your finances.
Goldman Sachs is Overweight Commodities, Should You Be?
visionwealthpartners.com Goldman appears to be making a value play here because if we look at a chart of the commodity index PowerShares DB Commodity Index (Ticker: DBC) it...
Quoted recently in U.S. News on #investing in niche ETFs. Check it out here http://ow.ly/SMLR30bxMSu #investing #finance #money #retirement
finance.yahoo.com Exchange-traded funds are an attractive alternative to traditional mutual funds for investors who prefer a low-cost, tax-efficient method for...
Happy Friday Everyone! Here's your Friday Funny - Investing Style. Baby Steps! 😂 💪
Morgan Stanley dropping Vanguard funds. Not sure why. They are so cheap (expense-wise)... http://bit.ly/2qECmeX #investing #vanguard
barrons.com Why it's a big deal.
The world is full of people who point fingers. Who's going to step up?
linkedin.com Take a brief look at the posts scrolling through your timeline and it won’t take you long to find someone looking to pass the blame. What ever
Because fans' opinions matter too. 🤣
visionwealthpartners.com Green and Gold stickers are being passed out this off-season. For a reason different than you might expect.
Exactly what I'll be talking about on the webinar this Wednesday. Save your seat here: http://bit.ly/2phFkrp
What are you doing today to ensure your financial success? #getafterit
Happy Friday Everyone! Here's your Friday Funny - Investing Style. 😂🐶
Early tax cut news indicates a 2X in the standard deduction and dropping from 7 brackets down to 3. 35%, 25%, 10%. Also, a drop in the corporate rate from 35% to 15%. More here: http://fxn.ws/2q7CG8E
Get Bigger Social Security Checks!
Maximize Your Social Security Benefits
FREE Live Webinar, Wednesday May 3rd.
Reserve your seat today: http://ow.ly/YikW30baljp
visionwealthpartners.com Congress passed laws changing social security recently. Find out how to maximize your benefits at...
Weather is warming up, which means time to head outside and check out the local Farmer's Market! What do you purchase the most at your local farmer's market?
Mark it on your calendars! We are BACK on the Ave starting June 17th! Don't forget to visit us at the indoor market while you wait for summer to arrive. Read more: https://goo.gl/HkHFsd
Happy Friday everyone! Enjoy the sunshine this weekend! Here's your Friday Funny - Investing Style. 😂 Have any friends or family like this?
"Do well by helping others do well."
We're participating in the Human Race coming up on May 6th to support the Fox Valley Warming Shelter in Appleton. Please consider donating any amount you can to help support those in need in the community! Also, PLEASE LIKE AND SHARE this post.. it costs nothing! Thank you!
crowdrise.com Volunteer Center Of East Central Wisconsin Inc wrote - Would you like to enjoy the outdoors, enjoy a performance by members of the fabulous UW Marching Band, AND support the Shelter?? Well, here’s your chance! Please join us on May 6th at 10:00 a.m. for the Human Race, a one or three mile walk/run a...
Reminder: This year, Tax day falls on Tuesday, April 18, 2017. Tax day is normally on April 15 but since April 15 lands on a Saturday and because Washington D.C. observes Emancipation Day on April 17, Tax day has been pushed back to Tuesday, April 18, 2017.
Yikes. Are you making this critical mistake?
visionwealthpartners.com If you're 30, 40 or even 50 you will learn from this one mistake. Millions of people make it and it ends up costing them big time in the end.
April 1st is the deadline for those who turned 70 1/2 last year (2016) to take their RMD. If you know someone that age it might be worth a friendly reminder. An easy to read FAQ on how RMDs work.
visionwealthpartners.com Required Minimum Distributions, or RMDs, is an IRS rule that says a retirement account owner must annually withdraw a minimum amount from their accounts. This amount is taxed.
Have questions on how to invest your 401(k)? Wondering what the best strategy to pay off student loans is? Check out our Quick Start Session package which includes the answers and 6 months unlimited email support.
visionwealthpartners.com I am in my 20’s or 30’s. I’m busy and focused on my career, growing my income and possibly starting a family. Because I’m busy, I need help deciding how much to save in my 401(k) and how to invest the money I’m saving. I have student loans that I want to get rid of. Should I pay them off first or in...
Switched jobs lately? Have an old 401k just sitting out there? Know your options. Reach out with questions.
visionwealthpartners.com With the average person changing jobs between 10 and 15 times throughout their career, deciding what to do with your old 401(k) after you quit one job for another can be a tough decision. The right answer for you really depends on your situation. We’ll go through the different options available and…
Ever wonder why successful people continue to be successful? It's not luck or chance. It's a commitment to success. It's a belief system. No Slack. "No Days Off."
cbssports.com 'No days off!'
Move over iPhone, the Roth IRA is actually The Greatest Thing Since Sliced Bread. Do you like tax-free money? Say it with me, "TAX-FREE WITHDRAWALS!"
visionwealthpartners.com Velcro. Internet. Two-ply toilet paper. Many things have claimed to be “the greatest thing since sliced bread.” Sliced bread was invented in 1928 by Otto Frederick Rohwedder from Davenport, Iowa. Alright ‘Merica! How did they survive before 1928?? Another blog topic I suppose. But today I want to ta...
[02/01/17] Thank you for all the page Likes! Tomorrow we'll release "The Greatest Thing Since Sliced Bread"... stay tuned!
It's time we talked about the "B" word...
visionwealthpartners.com Do you ever find yourself with more month than money left? Hopefully not, but if you do you are not alone. This is how most people live. But this tragedy can be avoided. How, you ask? Well today we are going to discuss the “B” word…
Vision Wealth Partners's cover photo
Vision Wealth Partners
|Monday||08:00 - 17:00|
|Tuesday||08:00 - 17:00|
|Wednesday||08:00 - 17:00|
|Thursday||08:00 - 17:00|
|Friday||08:00 - 17:00|
Duell Financial Strategies is an independent financial advisory firm that through income and capital preservation aids pre-retirees and retirees.
pro·vi·sion /pre’viZHen/ The act or process of procuring or providing with PROfessional VISION
Securities offered through Triad Advisors, LLC. Member FINRA/SIPC Advisory Services offered through Oarsman Capital, Inc. Triad Advisors is not affiliated with Oarsman Capital or Investment Designers.
Experienced financial planning firm in Appleton WI with emphasis in insurance, investments, IRAs, 401k rollovers, estate planning, and risk management.
As life evolves, rely on me to provide a variety of financial tools to meet your changing needs. Contact me directly if you have specific questions.
Ready to take control? We can help you build wealth and prepare for retirement, by providing support, custom investments and advice that fits your needs.
Davis DeWolfe is a Northwestern Mutual financial representative who fosters relationships and helps families and business owners achieve financial security
iSectors®, LLC is an investment management strategist that specializes in creating exchange traded fund ETF investment allocation models.
Co-founded by David Lee & Brian Much in 2012, Stonehaven Wealth & Tax Solutions provides exceptional value to our clients who are in or near retirement.
Building relationships and helping people realize and achieve their goals both personally and financially.
Knuth Financial Life Planning is a comprehensive financial services firm designed to help make your dreams a reality.