Jason Dennis, Financial Advisor with Vision Financial Group

10/12/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

10/07/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

10/02/2026

A 529 plan offers a tax-advantaged way to prepare for future education costs. Reach out to me today to learn more about this efficient and versatile way to save.

A 529 plan can bolster your college savings accounts. Grow your college savings in a tax-deferred state-sponsored 529 account that is distributed tax-free.

09/28/2026

Whether you’re a parent or grandparent, a 529 plan is one of the best ways to invest in a child’s future. That’s because these plans give you a tax-advantaged way to prepare for the cost of college, trade school—even K–12 tuition.
Reach out to me today and let me show you how easy it is to get started.

09/22/2026

Life changes. Your priorities change. And what you want to protect may change, too. Whether you’re just starting out, building a life, preparing for retirement, or enjoying the years you’ve worked for, the right financial strategy can help you prepare for what matters most—today and in the years ahead. Let’s talk about creating a strategy that works for you.

09/08/2026

Jason will be out of the office September 9–25, 2026. While he’ll have limited access to email, Kristy Williams, our Client Care Manager, is available at 907‑357‑4695 if you need anything. Jason will be back on September 28th. Thank you!

09/08/2026

09/01/2026

The 'ber months roll in with crisp air, clearer thoughts, and a season built on focus. Happy September, everyone!

07/31/2026

Did you know that you're able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://bit.ly/4boAdMv

07/28/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.