Guidelines for Using 529 Funds
When it’s time to switch gears from saving for college to paying for tuition, you’ll want to know how to access your 529 funds. Here are some tips for getting started.
Medicare Sign-Up Mistakes Can Be Costly
If you’re nearing 65, you’ll want to familiarize yourself with Medicare’s various enrollment scenarios. Timely enrollment ensures coverage when you need it—and helps you avoid unexpected penalties.
Are You Maximizing Your 401k Plan?
Contributing the full allowable amount and leveraging an employer match are time-tested ways to grow your 401k. But there are a few more strategies you can employ to supercharge your retirement plan.
Eight Tips to Outsmart Hackers
Phishing has been around for more than 20 years now, and it’s not about to go anywhere soon. Human error remains the number one cause of security breaches—but there are steps you can take to protect your assets.
Managing Mutual Fund Taxes
End-of-year fund distributions (and associated taxes) can sneak up on the most vigilant of investors. Not to worry—Vista’s approach seeks to keep a lid on taxes and ensure the lion’s share of returns end up in your pocket.
Is A Deferred Compensation Plan For You?
As an executive or high earner, you may have the option to participate in a deferred compensation plan through your employer. Here’s what to consider when deciding if deferring is right for you.