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Tax Reform and Financial Planning

// Tax Reform and Financial Planning// By: Visionary Horizons Team 1/25/18 Editor’s Note: the end of the blog post indicated that CPAs would be presenting at our Tax Forum.  This is no longer the case.  Tax professionals will be attending the forum for ancillary questions.  The Tax Forum will be presented by Visionary Horizons advisors. […]

401k: Don’t Know What To Buy? Let Us Help

//401k: Don’t Know What To Buy? Let Us Help// Author: Taylor Haney Many financial advisors do not help their clients with their company retirement plan. Burdensome compliance and the inability to keep up with plan investment options prevents most advisors from giving their clients advice on one of their most important assets. Visionary Horizons aims […]

Financial Advice Isn’t Just For The Wealthy

// Financial Advice Isn’t Just for the Wealthy // By: Taylor Haney Have you seen that commercial with people walking around with large numbers floating over their heads? You know, the “retirement number” commercial? I know many of you see these numbers and read about the millions of dollars you need for retirement, but the […]

What It Means to Be Thankful

  // What It Means to Be Thankful // By: Taylor Haney   I recently got back from vacation in Indian Rocks Beach with my family. While on vacation, I experienced several moments of wonder and gratitude. One such moment was when I was wading in the ocean between a few islands adorned with mangrove […]

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