Upcoming Seminars

If you would like to attend a Vector U Seminar, click here

JanuaryTax Cuts and Jobs Act – What the tax reform bill means for individuals
FebruaryApplying Academic Research to Practical Investing - Part 1
March3 Pitfalls to Avoid in Retirement
AprilIs Long Term Care Right for You?
MayTax Efficient Wealth Transfer and Strategic Estate Planning to Minimize Tax
JuneApplying Academic Research to Practical Investing - Part 2
JulyEffective Use of Debt and Should I be Debt-Free in Retirement?
AugustSocial Security Decisions: Optimization vs. Maximization
SeptemberThe Importance of the Sequence of Returns
OctoberNavigating Individual Health Care Options for Pre-Retirees LEARN MORE
NovemberChanges to Your 2019 Medicare Plan LEARN MORE
DecemberNext Class TBD 2019

Newsletters

2017

Q1 2017

Vector Wealth Management VECTOR UNIVERSITY 1

Q2 2017

Vector Wealth Management VECTOR UNIVERSITY 2

Q3 2017

Vector Wealth Management VECTOR UNIVERSITY 3

Q4 2017

Vector Wealth Management VECTOR UNIVERSITY 4

2016

Q1 2016

Vector Wealth Management VECTOR UNIVERSITY 5

Q2 2016

Vector Wealth Management VECTOR UNIVERSITY 6

Q3 2016

Vector Wealth Management VECTOR UNIVERSITY 7

Q4 2016

Vector Wealth Management VECTOR UNIVERSITY 8

Articles and News

2019 Five Star Wealth Managers Award Winners

Left to right: Five-year winner John Tenley, AAMS®, CRPC®; 2019 winners Tyler Schelhaas, CFP®, and Robert Lawson, CPA, CFP®; Five-year winners Sharon Calhoun, CFP®, ChFC, and Thomas Fee, Managing Partner; Todd Stueve; Joe Grochowski, CFP®, ChFC® We are pleased to … Continue reading

How Does Inflation Affect Your Lifestyle?

Planning For Today & Tomorrow: How Does Inflation Affect Your Lifestyle? Inflation might be something that not many people understand. Yet, we all experience it and feel its effects. When you head to the store expecting to spend a budgeted … Continue reading

Are you making the most of your 401(k) and IRA contributions in 2019?

The Internal Revenue Service (IRS) announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. The 401(k) contribution limit increases to $19,000 for 2019 and the IRA limit increases to $6,000. … Continue reading