Five Strategies to Maximize Philanthropic Giving
‘Tis the season for giving, and whether you’re a seasoned philanthropist or just starting your charitable journey, here are five strategies to help you maximize…
Webinar Recording: Philanthropic Giving Guide
Vista recently hosted a webinar, Philanthropic Giving Guide: Honor Your Values & Maximize Your Impact. This webinar, recorded on Wednesday, November 8, 2023, was presented…
Medicare: An Educational Webinar (replay available)
Vista recently hosted a special event, Medicare: An Educational Webinar. Our guest presenter, Elma Friend from Willamette Valley Benefits, LLC, shared great insights and information…
Property & Casualty Insurance: Where Are the Gaps?
If you own a home or a car, you’re probably familiar with property and casualty insurance. It’s one of the most common forms of insurance…
Seven Estate Planning Moves to Make Today
Contemplating end-of-life decisions can be difficult enough without considering the complexities of estate planning. It’s no wonder, then, that almost half of all Americans do…
SECURE 2.0 Act: Eight Top Questions Answered
The SECURE 2.0 Act was signed into law December 29, 2022, as part of a broader spending bill. This expanded version of the Setting Every…