While it is too soon to grasp the full implications of the new tax law—the first significant revision to U.S. tax law since 1986—individuals and corporations will be affected by […]

Since the unfortunate Equifax breach in September, we’ve received many inquiries about how Vista protects client assets. In this post, we explain how Charles Schwab and Vista keep your money […]

As an executive or high earner, you may have the option to participate in a deferred compensation plan through your employer. Here are the 5 critical questions to consider when […]

You have likely been made aware of the unfortunate news hackers have accessed the personal data of over 100 million people through Equifax, one of the world’s largest credit reporting […]

Q: What is a variable annuity, and does it make sense for me?

A disability insurance policy provides income protection in the case of disability or illness. Most people insure their home, car, health and life, yet many neglect to insure their earning […]

Given multiple changes to federal estate tax laws over the past decade, many high-net worth individuals are suffering from estate planning fatigue. Despite the uncertain tax environment, however, estate planning […]

It’s not uncommon these days to receive notification that long-term care insurance premiums are increasing—often by 30-50% or more!  What do you do if a premium increase occurs?  Options vary […]

Balancing the desire to live for today against minimizing the risk of outliving one’s money is the primary challenge of successful retirement planning.

Identity theft remains among the top scams consumers report to the Federal Trade Commission. Here are six options to enhance the security of your personal information.

It’s often thought the vacation home, unlimited free time or travel in retirement will satisfy our heart’s desire. The momentary satisfaction we feel, however, often doesn’t translate into lasting happiness. […]

You’ve likely received plenty of advice on how to save and invest for retirement. Most retirees, however, receive far too little education and training about how to rebalance their greatest […]