…care options—senior living communities and continuing care retirement communities (CCRCs)—can give you confidence as you proceed. Notes Before You Begin Your Search If you have already acknowledged you or a…

…many potential outcomes, creating complexity and uncertainty. For example: Employment transitions: complex compensation planning, 401K rollovers, concentrated stock positions Family finances: managing debt, emergency savings, buying a home, saving for…

…importance of a disciplined approach. Hear from Dougal Williams, our Chief Investment Officer, in the video below. If you have questions or concerns, email him directly at Dougal@vistacp.com. https://vimeo.com/397328588  …

…or concerned about complexities you’ll encounter later if your loved one hasn’t taken time to document and formalize their plans. If you have been quietly avoiding a conversation about inheritance,…

…College Grads Trust your gut. Be open to what others offer but trust your intuition. Use those critical thinking skills you honed in college to evaluate advice through the lens…

…However, these income thresholds were hard and fast. In 2020, for example, income limits were $51,040 for single earners, $68,960 for couples, and $104,800 for families of four. Those earning…

…get to the truth in a hurry. His memorable phrases transcended baseball—even sports—and were relevant for all people, including investors. Here are some of our favorites and how they relate…

…the decades to come matters more than how their portfolio behaves in the days to come. Lesson 2: “Waiting for a Sign” Will Cost You Investing involves uncertainty. It requires…

…Employees cited, as an example, Ameriprise’s diversified bond fund offering—which costs 0.78% per year—as “some 71 basis points more than a comparable offering from Vanguard.” Plaintiffs say Ameriprise selected such…

…parents should also double-check with their insurance company to determine whether there’s a HIPAA form the insurance company needs on file. Be sure to tell the insurance company if your…

…difficult to choose where and how to give for maximum impact. What’s more, some commonly held misperceptions around giving can diminish our philanthropy. To help us become more effective givers,…

…invests in highly rated, tax-exempt Oregon municipal bonds, the income from which is generally free from federal and state income tax. Tax-free municipal bonds, both state-specific and national, have long…