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Vision Wealth Management Group

1668 South Telegraph

Suite 250C
Bloomfield Hills, MI 48302

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Monday, August 28, 2023

Your life insurance needs depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals.

Monday, August 28, 2023

As Americans grapple with the challenges of dwindling purchasing power, credit cards have become a popular way to bridge the financial gap. This has led to a startling surge in credit card debt.

Monday, August 28, 2023

The SECURE 2.0 Act added new exceptions to the federal income tax penalty for early withdrawals from tax-advantaged retirement accounts and expanded an existing exception to employer plans. Here is more information.

Monday, August 28, 2023

Investing in financial markets requires a proactive approach, and one key aspect of maintaining a healthy investment portfolio is conducting periodic reviews.

Monday, July 31, 2023

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices.

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Monday, July 31, 2023

Are you unsure how to get started with financial planning? As you gather information to begin your financial planning journey, here are ten easy steps to help.

Monday, July 31, 2023

You may receive retirement and/or survivor's benefits from sources other than Social Security. You can plan better for retirement if you know how other benefit plans and Social Security benefits affect each other.

Monday, July 31, 2023

Diversification — not putting all your eggs in one basket — is one of the most cherished principles of investing. That's one reason why mutual funds have become a popular choice for many investors' workplace retirement accounts.

Wednesday, July 12, 2023

Summer is the season of fun and relaxation, but it can also be a time of unexpected expenses. From last-minute vacations to sudden home repairs, these months can often put a strain on your finances. That’s why it’s...

Wednesday, July 12, 2023

The "sandwich generation" is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also caring for a retirement-age or older parent. With financial...

Wednesday, July 12, 2023

Retirement is a time that many of us look forward to our entire careers. It is the reward for a lifetime of work and the time to indulge in hobbies and enjoy much-needed vacations. While everyone looks forward to this seemingly-magical...

Tuesday, July 11, 2023

Financial freedom is a state of being in control of one's finances, covering expenses easily, and saving for future goals. Financial freedom enables you to choose how you spend or interact with your money and have the choice to decide...

Thursday, June 1, 2023

The IRS has released the 2023 final version of its Publication 15-B (The Employer’s Tax Guide to Fringe Benefits).

Thursday, June 1, 2023

Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed.

Thursday, June 1, 2023

For kids, teens, and college students, summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom.

Thursday, June 1, 2023

In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings.

Monday, May 1, 2023

Your life insurance needs will depend on a number of factors, including the size of your family, the nature of your financial obligations, your career stage, and your goals.

Monday, May 1, 2023

Financial goals are essential. Setting them will help you to obtain the things you want out of life as well as live the lifestyle you desire, both during your working years and in your retirement.

Monday, May 1, 2023

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or intimidating.

Monday, May 1, 2023

Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take steps to mitigate your tax bill for the upcoming year.

Saturday, April 1, 2023

April brings more than possible rain showers. It also marks Financial Literacy Month in the U.S.

Saturday, April 1, 2023

With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to Tax Day.

Saturday, April 1, 2023

As you age, the question of when to collect Social Security (SS) retirement benefits will likely come to mind. There is no one size fits all age; your unique circumstances and goals will dictate the appropriate time.

Saturday, April 1, 2023

A 529 plan is a popular tax-advantaged savings account to help your child pay for college tuition. However, 529 plans have contribution limits, and upon reaching the maximum limit, any more money will trigger the gift tax.

Wednesday, March 1, 2023

When you are busy running a company, it may be difficult to think about your taxes. Proactive tax planning helps you to avoid an unexpected tax liability when you file.

Wednesday, March 1, 2023

Having a good credit score doesn't just get you the best interest rates. It can also reduce your auto insurance premiums, allow you to avoid security deposits, and in some cases, even help you get hired.1But what goes into your credit...

Wednesday, March 1, 2023

Deciding which one comes first so you know where to focus your efforts. When it comes to personal finance, there are a number of competing priorities that can make it difficult to determine where to focus your efforts.

Wednesday, March 1, 2023

Managing Investment Returns with Tax-Efficient Strategies. Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income.

Thursday, February 2, 2023

If you're a business owner, you are likely the Chief Everything Officer at work and have many responsibilities.

Thursday, February 2, 2023

Valentine's Day is one of the biggest holidays for romance and for lavishing gifts on that special someone in your life.

Thursday, February 2, 2023

When you start to consider if investing is an appropriate option for you, you may have questions. You might want to ask: How do I invest money, and where? How much money will I need?

Thursday, February 2, 2023

There are many reasons why people save money. For some, it is so they can enjoy a certain amount of financial confidence and freedom, while others squirrel away money for emergencies or future plans like the down payment for a home.