Legacy planning

Philanthropy is more powerful when shared. Discover how to include your family in your giving journey to create a legacy of compassion and purpose.

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 on your own financial future, […]

Ready to take your giving up a notch? Learn how a philanthropic plan can help you clarify your values and make a bigger impact on the causes that matter to […]

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, Rob Greenman, CFP® share more about […]

Vista recently hosted a webinar, Philanthropic Giving Guide: Honor Your Values & Maximize Your Impact. This webinar, recorded on Wednesday, November 8, 2023, was presented by Vista’s Director of Financial […]

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 often takes a back seat […]

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 the country, it can be […]

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 to start drawing on their […]

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 Worth? It turns out, “enough” […]

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 at-large, a specific cause, or […]

With the holidays fast approaching, now is a great time to “merry” up charitable giving with tax savings. According to the National Philanthropic Trust, 69% of charitable giving last year […]