Be the hero of your journey by staying up to date on the latest planner insights,
financial news, and more.
by Barry A. Cothran As the year ends, you’re doing what you always do in December. You’re reflecting; looking back at goals you set months ago. Reviewing what went well, noticing what did not. There’s one thing quietly sitting in […]
Read More
By Barry A. CothranNovember 2025 According to The Retirement Divide (Dayforce 2025), the newest data on retirement readiness paints a sobering, but important, picture – millions of Americans are struggling to make progress toward long-term financial security, even as the […]
Read More
November 4, 2025 Saying the market has been volatile the past couple of weeks would be a massive understatement. Between social media posts about China and tariffs and live news events focusing on IVF, the market keeps swinging drastically between […]
Read More
October 17, 2025 Given the popularity of AI these days, it wasn’t surprising that many of the education breakout sessions offered at FinCon 2025 focused on various ways to use tools that were once solidly in the realm of science […]
Read More
October 2, 2025 The Vision and Hope Financial team has returned from FinCon, filled with knowledge from the many sessions attended and conversations had. We learned much, but one of the main topics that kept coming up was the importance […]
Read More
September 22, 2025 The Vision and Hope Financial team had the wonderful opportunity to travel out to the Pacific Northwest earlier this month for FinCon 2025. We made sure to experience some of Portland’s iconic sights but spent most of […]
Read More
Revenge spending was all the rage when the economy experienced a grand reopening following the COVID-19 pandemic shutdown. Today, Americans find themselves living through an economic pandemic of sorts, leading to revenge saving becoming the new (lack of) spending trend. […]
Read More
August 18, 2025 “Money makes the world go ‘round.” That line from the 1966 musical Cabaret still rings true today, but for many, managing money feels less like a graceful waltz and more like trying to dance without knowing the […]
Read More
August 11, 2025 Let’s start with some key facts: * Stats provided by the U.S. Department of Labor There are an estimated 262,266,460 Americans over the age of 18 according to the U.S. Census Bureau. If we half that based […]
Read More
August 6, 2025 Have you heard of a Monte Carlo Simulation? No, not a Monte Cristo sandwich. Although a fried sandwich with ham, turkey, Swiss cheese, and mustard dipped in beaten egg and pan-fried until golden and gooey does sound […]
Read More*Required Field
By submitting this form I agree to receive emails from Vision and Hope Financial, including helpful
white papers, news and promotional offers.