Between industry news and personal experience.

In the past 20 years, our economy has seen 3 market drops of 30% or more. Understanding the market conditions (and mistakes) that caused them gives us insight into our current economic environment.

It's never too early to start looking at your tax obligations for the coming tax season. The information in this article is for the 2022 tax year, which most taxpayers will file in 2023.

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.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your year end contributions can create tax benefits for both you and your chosen charity.

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.