If your income falls within certain brackets, you can potentially save thousands on annual Medicare costs by keeping an eye on your adjusted gross income. Here’s how.

Investors are surely feeling grateful for double-digit returns this year—and there’s no reason to let taxes on distributions diminish this attitude of gratitude. Here’s what we’re doing to keep a lid on taxes and ensure the lion’s share of returns end up in your pocket.

Starting in 2020, Oregon will replace the current tax deduction with a refundable tax credit for 529 Plan contributions. The switch offers college savers a chance to take advantage of both the tax deduction and credit over the next four years.

It’s that time again—open enrollment. Faced with a bevy of choices, how do you know what’s best for you and your family? Our top open enrollment Q&As can help guide your choices.

From the early days of Vista, revered investment consultant Charles Ellis has significantly influenced our investment approach. This month, “Wall Street’s wisest man” turns 82—a fitting time to share some of his most astute investment advice.