Should you count on Social Security?
Social Security isn’t disappearing, but smart planning matters. We tackled some of the common questions regarding Social Security’s future and possible changes that could impact your retirement income.
Make These Money Moves Before the Ball Drops
As 2024 comes to a close, these year-end tasks can help you keep your financial house in order.
Webinar: Pre-Medicare Healthcare Planning
If you’re planning to retire before the age of 65, this webinar is for you. Learn about healthcare options available before you are eligible for Medicare.
Turn Leftover 529 Funds into Tax-Free Treats
As we round the corner to college graduations, many parents take stock of 529 accounts only to discover funds remain even though the kids have completed their higher education. When […]
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 about Medicare, including: Medicare Parts […]
Event Recap: Finding Purpose in Retirement
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 […]
Where to Retire: There’s More Than Meets the Eye
If you’d like to move to be closer to family or enjoy an active, sun-filled retirement, how much should taxes, cost of living, and other financial considerations factor into your […]
Designed to Go the Distance: Portfolio Withdrawal Rates for “Times Like These”
Like pacing for a marathon, withdrawing funds from an investment portfolio during retirement is a balancing act. Withdraw too much and you risk running out of money. Pace too fast […]
Drawing Joy from Your Nest Egg
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 […]
SECURE 2.0 Act: Eight Top Questions Answered
The SECURE 2.0 Act was signed into law December 29, 2022, as part of a broader spending bill. This expanded version of the Setting Every Community Up for Retirement Enhancement […]
Consider Long-Term Care Options Today for Peace of Mind Tomorrow
When it’s time to begin thinking about long-term care options for yourself or a loved one, a little preparation can go a long way. This holds true whether you’re searching […]
The RMD Rules, They Are (Probably) a-Changin’
Unless you’re a CPA or a tax attorney, understanding IRS rules can be a bit like peeling back the layers of an onion—it takes patience and there may be tears […]
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