Selecting the Right Trustee: Key Considerations for Your Trust
The Federal lifetime estate tax exemption is scheduled to sunset at the end of 2025. Barring any changes from Congress, the federal estate exemption is…
Clearing the Air About Sustainable Investing
Interest in values-based investing has been on the rise as investors around the world prioritize the impact of how their money is invested. In 2020,…
Financial Steps to Take When a Loved One Passes Away
No matter the circumstances, the death of a loved one is traumatic. And when it falls to you to make decisions and carry out important…
Four Lessons Investors Can Learn from Coach Bill Walsh
When Bill Walsh transformed the beleaguered San Francisco 49ers into Super Bowl champions in just two seasons, he accomplished something no other NFL coach previously…
Medicare: An Educational Webinar (replay available)
Vista recently hosted a special event, Medicare: An Educational Webinar. Our guest presenter, Elma Friend from Willamette Valley Benefits, LLC, shared great insights and information…