Vision Retirement is an RIA fiduciary CFP financial advisor in Ridgewood NJ (Bergen County) and Poughkeepsie

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Vision Retirement 5/14/25 Vision Retirement 5/14/25

Financing Education: Coverdell ESA vs. 529 Plans

Coverdell ESA vs 529 plans: Which is better to finance your child’s education? Read this post to find out.

Vision Retirement 5/12/25 Vision Retirement 5/12/25

7 Things You Can Do in Your 60s to Better Prepare for Retirement

Whether retirement is still one or a couple of years away, you can take a few strategic steps to better prepare and thus better enjoy your golden years.

Vision Retirement 5/8/25 Vision Retirement 5/8/25

Full Retirement Age for Social Security, Explained

You can begin receiving full Social Security benefits upon reaching your full retirement age (FRA). Find out just why it’s so important to know this number.

Vision Retirement 5/5/25 Vision Retirement 5/5/25

The Most Tax-Friendly States for Retirees

It’s easy to overlook taxes when choosing where to live in retirement, which is why we assembled this guide to the most tax-friendly states for retirees.

Vision Retirement 5/1/25 Vision Retirement 5/1/25

What is a Mega Backdoor Roth IRA?

A mega backdoor Roth is a retirement strategy that allows higher-income earners to save more money for retirement. Learn all about it in this post.

Vision Retirement 4/28/25 Vision Retirement 4/28/25

What are Mortgage Points, and How Do They Work?

What are mortgage points, and how can you assess whether or not to buy them on your next mortgage? Read this post to find out!

Vision Retirement 4/24/25 Vision Retirement 4/24/25

Considering Prepaid Funeral Plans? Read This First.

In this post, we’ll outline prepaid funeral plan options and present alternatives to help you decide whether or not to pay for funeral expenses in advance.