// You’re Retired? Don’t Make These Common Mistakes // By: Taylor Haney In my nearly 10 years in the investment and financial planning industry, I’ve seen my fair share of retirement mistakes. We’re all aware of the mistakes people make when planning for retirement – not saving enough, missing your employer match, bad investment […]
// Adoption: How 3 Families Overcame the Financial Obstacles // By: Taylor Haney If you’ve clicked on this article, I hope it’s because I’ve piqued your interest. It’s not often that financial planning firms write about real life stuff. Well, we hope to change that. If you are a client of Visionary Horizons, or […]
// Robo Advisors: Whose Hand Are You Shaking? // Author: Taylor Haney I wouldn’t consider myself tech-savvy by any stretch of the imagination, but compared to my fellow advisors, I’d say I have somewhat of an edge. I’ve been fortunate enough to have relationships with three technology solutions in the wealth management space – […]
Dear VH friends and family, we wanted to follow up with some further information regarding the Equifax breach. We’ve received many calls and messages about the Equifax cybersecurity issue. Many folks have gone to the website https://www.equifaxsecurity2017.com/ and signed up for their free identity theft program. This is important to begin the process, but this […]
// Thoughts on the Equifax Hack // Author: Roger Kiger On July 29th, Equifax determined they had been hacked. Their internal investigation found no evidence of unauthorized activity on their core credit reporting database. But it may be years before the full extent of the incident is known. Therefore, they are offering identity theft […]
