Broker Check


Welcome to the EnvisionVest blog spot on Money Effectiveness, a series of articles and videos that we hope help you be more effective. Thanks for visiting and we hope you can find relevant information that helps you with your financial goals. We try to post content that will help you make better decisions that are effective and bring security and happiness to live out your vision. 


Thursday, September 20, 2018

This primer is intended to help business owners, executives and HR professionals understand how Finance Wellness Benefits can help your employees be more productive, less stressed, more loyal to your company all while improving your...


Tuesday, September 4, 2018

Primer for Small Business Retirement Plans and Deadlines for Allowable Contributions September 4, 2018 By Cesar de la Cerda A business retirement plan can be created at any time of the year, however, if you want to take advantage of...


Saturday, September 1, 2018

A natural disaster can impact anyone’s financial situation and some more than others. Being prepared is the best way to lesson the financial impact. Disaster preparedness is an evolving phenomenon, especially with many of the...


Friday, May 25, 2018

This is the first of many financial topics focusing on MONEY EFFECTIVENESS, or “ME”. Which is all about you! Debt & Credit