@visioncapitalpdx.bsky.social
Matt Sheets, CFP® explains why estate planning is essential even without children, highlighting how a clear plan gives you control over your assets, decision-makers, and legacy rather than leaving those choices to default state rules. youtu.be/weNcGyOX3Jo
How to Approach Estate Planning When You Don’t Have Children or Heirs
YouTube video by Vision Capital Management
youtu.be
February 19, 2026 at 8:23 PM
Matt Sheets, CFP® explains why estate planning is essential even without children, highlighting how a clear plan gives you control over your assets, decision-makers, and legacy rather than leaving those choices to default state rules. youtu.be/weNcGyOX3Jo
Gina Jacobson, CFP®, explains the key 2026 updates to retirement contribution limits and gift and estate tax thresholds, and why understanding these changes can help you make more informed saving, giving, and planning decisions for the year ahead.
youtu.be/Od4wlDBHLlE?...
youtu.be/Od4wlDBHLlE?...
Your 2026 Guide to Tax, Retirement, and Gift Limit Changes
YouTube video by Vision Capital Management
youtu.be
February 17, 2026 at 5:31 PM
Gina Jacobson, CFP®, explains the key 2026 updates to retirement contribution limits and gift and estate tax thresholds, and why understanding these changes can help you make more informed saving, giving, and planning decisions for the year ahead.
youtu.be/Od4wlDBHLlE?...
youtu.be/Od4wlDBHLlE?...
Did you know that CPR can double or triple the odds of survival from a cardiac emergency? Learn more about CPR and heart attack symptoms during National Heart Month this February. @americanheart.bsky.social
February 2, 2026 at 10:33 PM
Did you know that CPR can double or triple the odds of survival from a cardiac emergency? Learn more about CPR and heart attack symptoms during National Heart Month this February. @americanheart.bsky.social
Several important tax, retirement, and gifting limits are set to shift. These updates may affect how you save, give, and plan for the future. Read our January blog post which details these changes so you may be more informed to make financial decisions this year.
vcmi.net/your-2026-gu...
vcmi.net/your-2026-gu...
January 2, 2026 at 10:45 PM
Several important tax, retirement, and gifting limits are set to shift. These updates may affect how you save, give, and plan for the future. Read our January blog post which details these changes so you may be more informed to make financial decisions this year.
vcmi.net/your-2026-gu...
vcmi.net/your-2026-gu...
Congratulations to Madison Steinbrenner on completing her coursework and earning her Investment Adviser Certified Compliance Professional (IACCP®) designation! We are excited for you as you enter this next chapter of your career. Way to go, Maddie!
November 12, 2025 at 9:07 PM
Congratulations to Madison Steinbrenner on completing her coursework and earning her Investment Adviser Certified Compliance Professional (IACCP®) designation! We are excited for you as you enter this next chapter of your career. Way to go, Maddie!
Katie Cummings, CFP®, lists activities clients can do now that will set them on good footing for the new year. #financialplanning #endofyearchecklist #estateplanning #visioncapitalpdx vcmi.net/financial-pl...
November 5, 2025 at 6:11 PM
Katie Cummings, CFP®, lists activities clients can do now that will set them on good footing for the new year. #financialplanning #endofyearchecklist #estateplanning #visioncapitalpdx vcmi.net/financial-pl...
Our November blog, Safe Travels, details ways to prepare your home and yourself for holiday traveling so you can enjoy your trip with peace of mind. #financialplanning #personalfinance #holidays #holidaytravel #security #visioncapitalpdx
vcmi.net/safe-travels...
vcmi.net/safe-travels...
November 4, 2025 at 6:42 PM
Our November blog, Safe Travels, details ways to prepare your home and yourself for holiday traveling so you can enjoy your trip with peace of mind. #financialplanning #personalfinance #holidays #holidaytravel #security #visioncapitalpdx
vcmi.net/safe-travels...
vcmi.net/safe-travels...
In this video, Client Relationship Manager Matt Sheets, CFP®, outlines Medicare options and important factors to consider during open enrollment. youtu.be/thMoZZhMT8o
Medicare Open Enrollment
YouTube video by Vision Capital Management
youtu.be
October 27, 2025 at 8:41 PM
In this video, Client Relationship Manager Matt Sheets, CFP®, outlines Medicare options and important factors to consider during open enrollment. youtu.be/thMoZZhMT8o
We are honored to be included on Portland Business Journal's 2025 Largest Women-Owned Businesses list alongside so many impressive Pacific NW companies. Read the press release for more information, link in bio.
October 14, 2025 at 6:04 PM
We are honored to be included on Portland Business Journal's 2025 Largest Women-Owned Businesses list alongside so many impressive Pacific NW companies. Read the press release for more information, link in bio.
October is Cybersecurity Awareness Month, and these reminders will go a long way in staying safe online.
#cybersecurity #financialplanning #investmentmanagement #visioncapitalpdx
#cybersecurity #financialplanning #investmentmanagement #visioncapitalpdx
October 9, 2025 at 5:52 PM
October is Cybersecurity Awareness Month, and these reminders will go a long way in staying safe online.
#cybersecurity #financialplanning #investmentmanagement #visioncapitalpdx
#cybersecurity #financialplanning #investmentmanagement #visioncapitalpdx
As the year draws to a close, we remind clients in our October blog of some important financial planning tasks to take care of, such as taking RMDs, tax-loss harvesting, Medicare coverage review, and more.
vcmi.net/year-end-fin...
vcmi.net/year-end-fin...
October 1, 2025 at 11:09 PM
As the year draws to a close, we remind clients in our October blog of some important financial planning tasks to take care of, such as taking RMDs, tax-loss harvesting, Medicare coverage review, and more.
vcmi.net/year-end-fin...
vcmi.net/year-end-fin...
Did you know your library card can get you free admission to local theaters, museums, and performances? In honor of September being National Library Card Sign-Up Month, we recommend checking out the benefits available with My Discovery Pass via Multnomah County Library.
September 30, 2025 at 6:01 PM
Did you know your library card can get you free admission to local theaters, museums, and performances? In honor of September being National Library Card Sign-Up Month, we recommend checking out the benefits available with My Discovery Pass via Multnomah County Library.
Today is the autumnal equinox, the official start of fall. Said another way, there are just 100 days left in 2025. Give us a call and let us help you tackle the rest of your financial planning goals for the year.
#visioncapitalpdx #financialplanning #wealthmanagement #financialgoals #autumn #equinox
#visioncapitalpdx #financialplanning #wealthmanagement #financialgoals #autumn #equinox
September 22, 2025 at 11:07 PM
Today is the autumnal equinox, the official start of fall. Said another way, there are just 100 days left in 2025. Give us a call and let us help you tackle the rest of your financial planning goals for the year.
#visioncapitalpdx #financialplanning #wealthmanagement #financialgoals #autumn #equinox
#visioncapitalpdx #financialplanning #wealthmanagement #financialgoals #autumn #equinox
We are proud to share that we have been named to the Portland Business Journal's Largest Money Managers list. It is an honor to be recognized alongside our esteemed peers, and the ranking is a testament to the dedication of our entire team.
tr.ee/aDpqouaa-o
tr.ee/aDpqouaa-o
September 18, 2025 at 7:43 PM
We are proud to share that we have been named to the Portland Business Journal's Largest Money Managers list. It is an honor to be recognized alongside our esteemed peers, and the ranking is a testament to the dedication of our entire team.
tr.ee/aDpqouaa-o
tr.ee/aDpqouaa-o
Vision Capital Client Relationship Manager, Katie Cummings, CFP®, shares creative ways to share wealth while the benefactor is still alive and able to witness the impact. #estateplanning #charitablegiving #inheritance #will #trust #visioncapitalpdx
September 4, 2025 at 3:41 PM
Vision Capital Client Relationship Manager, Katie Cummings, CFP®, shares creative ways to share wealth while the benefactor is still alive and able to witness the impact. #estateplanning #charitablegiving #inheritance #will #trust #visioncapitalpdx
Employee benefits represent roughly 30% of an average worker's total compensation. Are you optimizing your benefits package? Read our September blog to learn how to maximize what you have earned.
vcmi.net/maximizing-e...
#employeebenefits #retirementplanning #employermatch
vcmi.net/maximizing-e...
#employeebenefits #retirementplanning #employermatch
September 3, 2025 at 4:46 PM
Employee benefits represent roughly 30% of an average worker's total compensation. Are you optimizing your benefits package? Read our September blog to learn how to maximize what you have earned.
vcmi.net/maximizing-e...
#employeebenefits #retirementplanning #employermatch
vcmi.net/maximizing-e...
#employeebenefits #retirementplanning #employermatch
Work hard, rest well. We wish you all a relaxing and fun Labor Day Weekend!
Our office will be closed Monday in observance of the holiday.
#laborday #labordayweekend #work #vocation #visioncapitalpdx
Our office will be closed Monday in observance of the holiday.
#laborday #labordayweekend #work #vocation #visioncapitalpdx
August 29, 2025 at 4:38 PM
Work hard, rest well. We wish you all a relaxing and fun Labor Day Weekend!
Our office will be closed Monday in observance of the holiday.
#laborday #labordayweekend #work #vocation #visioncapitalpdx
Our office will be closed Monday in observance of the holiday.
#laborday #labordayweekend #work #vocation #visioncapitalpdx
August is National Wellness Month, reminding us all that health is wealth.
#nationalwellnessmonth #mindandbody #august #visioncapitalpdx
#nationalwellnessmonth #mindandbody #august #visioncapitalpdx
August 19, 2025 at 9:43 PM
August is National Wellness Month, reminding us all that health is wealth.
#nationalwellnessmonth #mindandbody #august #visioncapitalpdx
#nationalwellnessmonth #mindandbody #august #visioncapitalpdx
We hope everyone is enjoying these dog days of summer. #nationalrelaxationday #summer #august #visioncapitalpdx
August 15, 2025 at 8:11 PM
We hope everyone is enjoying these dog days of summer. #nationalrelaxationday #summer #august #visioncapitalpdx
The Perseid meteor shower is set to occur this week, peaking Tuesday night through early Wednesday morning.
#meteorshower #perseidmeteorshower #shootingstars #visioncapitalpdx
#meteorshower #perseidmeteorshower #shootingstars #visioncapitalpdx
August 12, 2025 at 8:07 PM
The Perseid meteor shower is set to occur this week, peaking Tuesday night through early Wednesday morning.
#meteorshower #perseidmeteorshower #shootingstars #visioncapitalpdx
#meteorshower #perseidmeteorshower #shootingstars #visioncapitalpdx