VIE Wealth Management

04/08/2026

Who qualifies? How much is it? We answer key questions.

04/06/2026

Investors are anxious, and with good reason. The unsettling events in the Middle East are dominating the headlines, which can put even the most seasoned investor on edge. Will the number of corrections for the S&P 500 increase to 27 this year?

03/12/2026

Most money stress comes from one thing: too many open tabs.

Retirement. Taxes. Investing. Cash flow. “Are we okay?”

A plan closes the tabs.

At VIE Wealth Management, I help you organize the moving pieces into one clear strategy — so decisions feel easier. If you’d like help putting that together, I’m taking on new clients!

03/05/2026

A lot of people think successful investing is about finding the perfect time to buy or sell.

In reality, it’s usually about something much simpler: showing up consistently and sticking to a plan.

Markets will go up and down. That’s normal.

What matters most is having a strategy you can stay committed to over time.

Helping clients build and maintain that kind of plan is one of my favorite parts of what I do!

And if you’ve been thinking about getting guidance with your finances, I’m currently welcoming new clients.

02/17/2026

When you change jobs, there’s more happening financially than just a new paycheck.

Benefits change.
Retirement plans change.
Insurance changes.
Tax withholding can change.

And the decisions you make during this window can impact you for years.

This is actually one of my favorite things to help people navigate. There are usually more options than most people realize — and walking through them clearly can make a big difference long-term.

If you’re making a career move this year, let’s review it together.

02/13/2026

Build intentionally. ♟️
Review consistently. 🖥️
Prosper on Purpose.🌟

02/11/2026

🎓 Attention Lincoln-Way East Seniors! 🎓

Did you know that if you work for a Frankfort Chamber member business—or if your parent or guardian does—you may be eligible for the Frankfort Chamber of Commerce Scholarship Program?

✨ Only 5 scholarships available — $2,000 each! ✨
This is your chance to receive financial support as you take the next step toward your future. Don’t miss out—applications are due by March 6, 2026!

👉 Learn more and apply today: https://www.frankfortchamber.com/scholarship-program/

02/04/2026

A clear plan can change how you feel about everything. Let's talk!

02/02/2026

📊 Weekly Market Snapshot

U.S. markets finished last week mixed, while developed international markets moved higher.

• S&P 500: +0.34%
• Nasdaq: −0.17%
• Dow: −0.42%
• International stocks (MSCI EAFE): +1.22%

A simple reminder that markets don’t all move in the same direction at the same time.

Source: YCharts. Weekly data.

01/21/2026

One of the biggest risks retirees face is sequence of returns—negative market performance early in retirement can drain a portfolio faster than expected.

Retirement planning isn’t just about asset allocation—it’s about creating reliable income and managing risk over time. Thoughtful strategies can help support long-term financial confidence.

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

01/17/2026

This is one of the most common questions I get—and the honest answer is: it depends.

Your income, lifestyle, goals, timeline, debt, and priorities all matter. Two people making the same salary can have completely different savings strategies—and both can be doing it right.

Instead of guessing or relying on generic rules, let’s figure out what actually works for you.

💫Message me and let’s talk!!😉

01/15/2026

The IRS has announced that it will begin accepting and processing individual federal tax returns for the 2026 tax season starting on January 26.

Here are a few important points to keep in mind:
➡️ Most individual returns are due by April 15 to avoid penalties and interest.
➡️ Filing early may help reduce delays related to processing or identity verification.
➡️ Refund amounts can vary based on withholding and recent tax law changes.

As tax season gets underway, reminders like these can help individuals stay aware of important dates and avoid last-minute filing challenges.



Source:

The 2026 tax season starts on Jan. 26, according to the IRS. Here are some key things filers need to know.