529 plans now cover more than college — trade school, apprenticeships, grad school, and professional credentials. See how the flexibility can play out in practice.

Tax-free growth and consistent contributions can turn into significant college savings.

This past summer, Congress passed the One Big Beautiful Bill Act (OBBBA)—an ambitious name for a law that brings something surprisingly practical: stability.

Seniors can claim an extra $6,000 deduction ($12,000 for couples) through 2028, with income limits. This temporary benefit creates valuable opportunities for tax-smart retirement planning.

Trump accounts, debuting in 2026, offer families a new way to save for children’s futures. With unique rules and tax treatment, they add flexibility to multi-generational planning.

Starting in 2026, charitable deductions face new limits. With SALT caps rising but giving rules tightening, timing and strategy are critical to maximize both tax savings and charitable impact.

OBBBA makes many tax cuts permanent while introducing new rules for SALT deductions, seniors, charitable giving, and a new retirement account—shaping strategies for households nationwide.

The One Big Beautiful Bill Act temporarily raises the SALT deduction cap, offering relief for many families—though income limits and planning strategies are key to maximizing benefits.

Open enrollment is your annual opportunity to update workplace benefits. Learn how to compare plans, maximize tax savings, and avoid common mistakes with our quick guide to 2026 decisions.

Today’s student-athletes face big financial opportunities and even bigger potential pitfalls. Learn how smart planning and discipline can turn short-term NIL earnings into lasting financial reward.

Celebrating 20 years of Vista’s Wealth Symposium, we dug into new ideas to help clients plan with confidence— including what that Monte Carlo “success rate” really says about your retirement.

Social Security isn’t disappearing, but smart planning matters. We tackled some of the common questions regarding Social Security’s future and possible changes that could impact your retirement income.