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Insurance

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Financial planning

Benefit elections 2026: Choose wisely during workplace open enrollment

September 18, 2025 Doug Post, CFP®

Open enrollment is your annual opportunity to update workplace benefits. Learn how to compare plans, maximize tax savings, and avoid common mistakes with our quick guide to 2026 decisions.

Financial planning

Premiums on the Rise? Our Guide to Home and Auto Insurance

Article October 30, 2024 Jon Gannon, CFP®

Worried about soaring insurance premiums? Learn how to navigate the shifting insurance landscape and secure coverage that fits your needs.

Webinar
Events

Webinar recording: Pre-Medicare healthcare planning

Event October 8, 2024 Jon Gannon, CFP®

What insurance options are available if you retire before age 65? We cover all the things you need to know.

Financial planning

Medicare: An Educational Webinar (replay available)

Vista News September 22, 2023 Jon Gannon, CFP®

Planning to retire before age 65? Learn more about your health insurance coverage options available before you’re eligible for Medicare.

Financial planning

Property & Casualty Insurance: Where Are the Gaps?

Article August 28, 2023 Jon Gannon, CFP®

Do you have gaps in your property and casualty insurance coverage? Learn how to protect yourself and your family against costly oversights in your insurance strategy.

Financial planning

Consider Long-Term Care Options Today for Peace of Mind Tomorrow

Article October 27, 2022 Jeremy Wang, CFA

Explore key differences between senior living communities and CCRCs, including costs and care levels, to help you make informed decisions about long-term care options.

Financial planning

Financial Planning for a Great Resignation

Article April 18, 2022 Cara Miller, CFP®

Planning to change jobs? Check out these essential steps to take before turning in your resignation, from managing your 401(k) to navigating insurance options and company stock benefits.

Financial planning

Are Your Home and Auto Insurance Coverages Up-to-Date?

Article March 1, 2022 Terrence “TJ” Daniel Jr., CFP®

Rising home values and higher auto repair costs may mean your family isn’t completely protected from disaster. Find out why regularly reviewing your insurance coverage is a good idea.

Financial planning

Some Surprising Truths About Life Insurance

Article August 2, 2021 Andy Darkins, CFP®

Life insurance can play an important role in your family’s financial plan. In this month’s Financial Planning post, we break down some of the known and lesser-known facts you’ll want […]

Financial planning

Higher Earners May Now Be Eligible for Healthcare Savings

Article June 28, 2021 Andy Darkins, CFP®

For the first time since ratification of the Affordable Care Act, high earners may be eligible for assistance, or subsidies, toward their health insurance premiums under the recently passed American […]

Financial planning

For No Regrets Later, Review Medicare Coverage Today

Article November 19, 2020 Andy Darkins, CFP®

Medicare open enrollment, which ends December 7, offers a not-to-be-missed opportunity to assess coverage and costs for the coming year. Here are some tips to get started.

Financial planning

Five Tips for Making the Most of Your HSA

Article July 20, 2020 Rob Greenman, CFP®

If you haven’t thought about your health savings account (HSA) lately, now might be the time. With contribution limits going up and alluring triple tax benefits, HSAs are a powerful […]

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