Money & Life

Whether you’ve been saving for college for a while or are about to start saving, you’ll want to know about upcoming changes to Oregon’s 529 College Savings Plan.

With standard deductions nearly doubling under the new tax law, far fewer taxpayers are expected to itemize in coming years. Given this change, how should taxpayers approach charitable giving?

Paying off a mortgage might sound like the American dream, but is getting rid of those monthly payments a wise financial move? Here are three options to consider.

While it is too soon to grasp the full implications of the new tax law—the first significant revision to U.S. tax law since 1986—individuals and corporations will be affected by the changes starting this year. Here are some of the key changes that will go into effect.

Since the unfortunate Equifax breach in September, we’ve received many inquiries about how Vista protects client assets. In this post, we explain how Charles Schwab and Vista keep your money safe—and how you can help.