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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Lifestyle considerations in creating your retirement portfolio.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
When you’re married and have children, insurance needs will be different.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Are you ready for retirement? Here are five words you should consider.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.