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.
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.
January is Financial Wellness Month, a time to check-in with your financial strategy.
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.
Planning to be able to live off your money instead of working for your money can be complicated and overwhelming. Our job is to bring simplicity to the complex.
So there are all kinds of rules of thumb running around the industry of how much you should have in bonds and conservative investments. We at Vizionary Wealth Management have worked relentlessly to derive a formula we believe works best for our clients to ensure your lifestyle, your needs, and your legacy.
As a C-Suite executive, your company may offer you a Supplemental Executive Retirement Plan. Before making any changes to your current retirement savings strategy, review these considerations first.