Enjoy the journey

Retirement isn’t the end of productivity, but an evolution – where success is measured not by output but by meaning, purpose, and how fully you live according to your values.

A legacy letter is a gift from the heart for your loved ones. Our team shares more about what a legacy letter is and how to write yours.

Finding your purpose can give more meaning to your later years – yet it often takes a backseat to financial planning. This conversation will inspire you to find purpose in […]

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” […]

Shortly before Thanksgiving last year, our CEO Doug Johanson handed out $300 to each of our company’s 26 employees. The rules were clear, the results unexpected.

We asked Vista intern, Peter Za, to share his reflections on the meaning of wealth. A native of Thailand, graduate of Cleveland High School, and current junior at Babson College, […]

Wealth means different things to different people—and its meaning changes throughout our lives. We recently asked local high school students to tell us, “What does wealth mean to you?” Here’s […]

For the recent graduate in your life, we’ve assembled some of our favorite advice—financial and otherwise—from a seasoned advisor. And they thought they were done learning…

There’s a famous saying in Tibet: If a problem can be solved, there is no use worrying about it. If it can’t be solved, worrying will do no good. The […]

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. […]