Jason Dennis, Financial Advisor with Vision Financial Group

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.

07/27/2026

Social Security is an important part of your retirement plan, but when you choose to start claiming benefits can make a meaningful difference over time. While it provides a foundation for income, Social Security may only replace a portion of what you earned before retirement, which is why planning ahead is so important.

In some cases, strategies like working longer or waiting to claim benefits may help increase your monthly income and support a more stable financial future.

Let’s explore your options and consider how these decisions can help you build a retirement strategy that aligns with your long-term goals.

07/25/2026

The sun finally showed up for Friday! Enjoy your weekend! ☀️

07/23/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

07/04/2026

Happy 4th of July! Celebrate safely and enjoy the day.

07/02/2026

📢 Office Closure Notice 📢

Our office will be closed tomorrow, July 3rd, in observance of Independence Day and will reopen on Monday, July 6th.

We wish you a safe and wonderful holiday weekend.