Navigating the Inheritance Conversation with Aging Parents
Discussing inheritance plans with your loved ones can be a delicate conversation laden with emotion. Perhaps you’re curious about the impact an inheritance might have…
Get More Joy from Giving with a Philanthropic Plan
In this season of giving, donating time and money to cherished organizations can be a tremendous source of joy. And for those who create a…
The Gift of a Legacy Letter
This holiday season, consider giving a gift from the heart: a legacy letter. Vista’s Director of Legacy Planning, Julia Tierney, CFP® and Chief Growth Officer,…
Event Recap: Finding Purpose in Retirement
If you’re like most people, you want to do something you love—something that gives life meaning—after you retire. Yet planning what to do in retirement…
Maximize Philanthropic Impact When Selecting a Nonprofit
No matter how much or why you give to charities, you want your donations to make an impact. With some 1.5 million charitable organizations across…
Drawing Joy from Your Nest Egg
After a career focused on maximizing earnings, saving diligently, and spending prudently in preparation for retirement, new retirees often find it to be an adjustment…