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…
It’s Not What You Have—It’s What You Do With It
Can money make you happy? For years, researchers have pondered this question, seeking the elusive sweet spot where people feel they have “enough.” What’s Happiness…
Webinar: Year-End Giving Strategies that Maximize Impact and Tax Savings
It’s a great time to reflect on the impact you want to make in the world, whether it be for the benefit of your community…