Between industry news and personal experience.

While the concept of budgeting may sound overwhelming (and unachievable) at first, there is a simple solution to help ease your fears — it’s called the 50/20/30 budget rule.

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.

Don't wait for April 15 to come around and the accountants to show up and say "Let's see how much you owe."

If you've followed Vizionary for any amount of time, you've probably heard us mention that we specialize in the pharmaceutical industry. Today, we want to answer your questions about what that means and why we chose to specialize.

If you're near or at or in retirement, you may be starting to feel anxious. Can you be confident in the face of 7% inflation? It's a valid question to ask.

January is Financial Wellness Month, a time to check-in with your financial strategy.

Let's take a few moments here at the beginning of the year to outline some areas regarding financial planning that you may want to consider reviewing here at the beginning of your 2022.

As the holiday season descends upon us, it's important to have a plan in place as the fiscal year comes to a close.

When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.

Let's talk about ways to manage taxes in a very efficient, effective manner throughout retirement. A process that starts years before you make that transition.