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Financial Life Management

Vista Wealth Network, 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...

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Helpful Content

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

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How Income Taxes Work

A quick look at how federal income taxes work.

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A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The Ivory Tower Changes Wall Street

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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This calculator helps estimate your federal estate tax liability.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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There are some smart strategies that may help you pursue your investment objectives

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There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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