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
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Ascertaining the value of your business is important for a variety of reasons.
It sounds simple, but paying yourself first can really pay off.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Five phases to changing unhealthy behaviors.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
There’s an alarming difference between perception and reality for current and future retirees.
Smart investors take the time to separate emotion from fact.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.