Between industry news and personal experience.

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.

Retirement is about enjoying your financial independence, but it doesn't mean you have to stop working. In fact, there are a few reasons why you may want to consider it.

While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.

How does converting money from my IRA to a Roth IRA impact my tax planning? Are there pitfalls along the way that can get me into heavier tax burdens?

Does your Financial Plan include "what's next?". Having a complete plan will help you be successful in your future planning. Make sure you are asking the right questions.

Let's talk about financial independence as opposed to retirement. Our clients are pursuing financial independence to be able to maintain the standard of living they choose. Which are you pursuing?

Statistically, if I have two healthy adults at age 40, one in four of those people is going to require long-term care at some point in their lives.

As you enter the ranks of high earners, the rules of 401k's get more complicated.