Between industry news and personal experience.

So what is a dad to do when his teenage son comes to him at age 16 and says, "Dad, I have no desire to go to college?" Can't say I saw this in the cards.

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.

Recently we have been discussing higher market volatility as market participants attempt to understand the inflationary threat and the Fed’s response.

The tax season is officially here. If you haven't already, now is the time to get prepared.

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.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Right now, Congress is considering a number of tax law changes, including an adjustment to current estate tax law to help pay for the Build Back Better Plan. This timely piece examines current estate taxes and cautions against any sudden estate changes in the near future.

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.

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.