Vision Capital Partners

11/06/2024

https://www.visioncapitalpartners.com/blog/election-2024-what-does-this-mean-for-your-portfolio

Everyone has opinions about which candidate, party, and policies are best for them. But what does it all mean for our portfolios?

10/04/2024

https://www.visioncapitalpartners.com/blog/dont-stress-you-can-navigate-medicare-enrollment-with-ease

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

10/04/2024

https://www.visioncapitalpartners.com/blog/stay-the-course

Don’t let short-term volatility derail your long-term plan!

08/05/2024

https://www.visioncapitalpartners.com/blog/tax-cuts-and-jobs-act-tcja-sunset-is-right-around-the-corner-what-might

The Tax Cuts and Jobs Act (TCJA) passed in 2017 included several provisions set to expire, or “sunset”, at the end of 2025. This means that unless Congress takes action to extend these provisions, they will no longer be in effect for the 20

04/13/2023

Do you have a Health Savings Account? You still have until the tax filing deadline to fully fund your Health Savings Account (the most tax-favored account - 3 x TAX benefits - available to save into) for the 2022 tax year!

https://www.visioncapitalpartners.com/blog/twelve-essential-facts-you-should-know-about-a-health-savings-account?fbclid=IwAR3MhHGIddf_PafyD8Z8J70Ujm7MI9w8Blo_TCDdOX80qV0xr3xkntHDptk

Twelve essential facts you should know about a Health Savings Account, tax-favored savings account you can save into for current and future medical expenses.

04/13/2023

You still have time to make an IRA contribution for 2022 before the tax filing deadline, and remember the spousal IRA contribution!

https://www.cnbc.com/2023/03/14/what-to-know-about-a-spousal-individual-retirement-account.html

A spousal individual retirement account allows you to contribute based on your spouse's earnings if you file taxes jointly. Here's what couples need to know.

03/13/2023

It is a good time to review your FDIC coverage. What is the FDIC, and what does the FDIC insurance cover? How do you get additional coverage beyond the $250,000?

01/18/2023

New Year, New Retirement Rules

We hope you had a great end to your 2022 and are feeling refreshed and ready for 2023. We wish we were bringing you over some green smoothies and pressed juices to kick the year off. Instead, we have some new retirement rules for you. Fun, right?

10/05/2022

https://www.visioncapitalpartners.com/blog/its-medicare-open-enrollment-time

If you have questions, we have answers, such as: What is NEW to Medicare this year? What is the annual election enrollment period, and what should you do now? When should you start preparing to transition into the Medicare system?

09/09/2022

https://www.visioncapitalpartners.com/blog/the-inflation-reduction-act-and-medicare

The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare. Is this deal a big deal? Could be.

09/09/2022

https://www.visioncapitalpartners.com/blog/student-loan-forgiveness

Have questions about the recent student loan forgiveness announcement? We've got (some) answers.

08/09/2022

https://www.visioncapitalpartners.com/blog/3-steps-to-ease-recession-worries