Financial Life Management
Vista Wealth Management, PLLC works with a select group of families and businesses who are busy with other aspects of their life and the management of their careers or businesses. Our role is to help you put together the pieces to develop your own financial life management plan.
Together, we guide you through a very defined and disciplined process which begins with you. It’s essential for us to spend time discussing the things most important to you, your family or your business – your goals, both short-term and long-term and then we can develop a strategic plan for how to best accomplish those goals. But that’s just the start...Read More
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Term insurance is the simplest form of life insurance. Here's how it works.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Taking your Social Security benefits at the right time may help maximize your benefit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: Right Now.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.