Vine Wealth Management
What’s in a Tag Line… “Investing for Life”
This is job one for us—investing your money in an informed and skilled manner. We provide the guidance to build, manage and protect your family’s wealth. We know that having the freedom to enjoy your day and your future, starts with well-crafted investment and risk management plans.
At Vine, we want to help you discover what it’s all about. What am I investing for? Too often, investing is about creating a magic number, or date. While its important to know how much it’s going to take for you to retire comfortably (and we will help you create that number), we at Vine want to help you also plan for a life where your values and interests are lived out both today and tomorrow.
We want to create a relationship that gives you the sense of assurance that comes from knowing you have found the right financial partner to help you get what you want from life. We take this very serious as it means we need to know your family and your life desires, and we need to be able to build financial strategies and teams that help create a life long relationship that does its part in producing the life you desire.
Once we have this information, we get busy providing you with strategies and options for creating a better financial picture for you and your family.
As an independent financial firm, you can rest assured that the strategies we provide are based on honest guidance. We are not bound to sales quota’s, preferred vendor agreements, or in-house products. We have access to thousands of investments choices, and yet we know the ones that matter most are the ones that will make a difference for you, our client.
Our Mission: To provide clear guidance for how your finances and life desires can be invested together to help create a life well lived in all stages of your life.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
How Income Taxes Work
A quick look at how federal income taxes work.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Even if you’re young and single, you should still consider protecting yourself.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The market is as unpredictable as the weather. We’d love to help you prepare.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How do the markets usually react to elections? Was the 2016 election any different?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.