It’s the Most Wonderful Time for Year-End Financial Planning
…fulfill giving goals, satisfy up to $100,000 in RMDs, and help individuals avoid a 50% penalty on unmet RMDs. Vista proactively communicates with clients who still have RMDs to take….
…fulfill giving goals, satisfy up to $100,000 in RMDs, and help individuals avoid a 50% penalty on unmet RMDs. Vista proactively communicates with clients who still have RMDs to take….
…This new fund invests in top-rated, non-U.S. government bonds. These bonds complement our existing holdings in high-quality U.S. Treasury Bonds, Treasury Inflation Protected Securities (TIPS), and tax-free municipal bonds. When…
…their career, they have to learn to stop identifying themselves by their title, company, or industry. This can be more difficult than people realize. Deep introspection is often necessary to…
…Deferral, Not a Free Pass One common misperception is that tax-loss harvesting erases taxable capital gains. In reality, it usually defers rather than eliminates them. How so? When you engage…
…for—pure insurance, no more, no less. You can cancel, renew, or extend your coverage at any time, and there are no hidden costs or fees. Permanent life insurance comes in…
For many, springtime is a reminder of graduations, final exams and decisions about where soon-to-be freshman will attend college. These memories can fade quickly, however, when confronted with the very…
…to $2 trillion—would have a significant impact on tax rates, Roth IRA strategies, and common estate planning techniques, including gifts to trusts. As proposed legislation only, many changes are likely…
…called the recent trend an “index bubble.” Others have claimed index funds are “un-American” and border on “socialism.” The most recent outcry comes from research firm Sanford Bernstein, which garnered…
…interests first. Be curious and brave. Don’t be afraid to try new things, especially when you’re relatively young. Hone a variety of skills—problem-solving, communications, technology, using data to make decisions,…
…these initial findings answer only part of our earlier question. Remember, we examined subsequent price levels after only a new high. What we really want to know is if these…
…know the brain constantly develops new and stronger neural pathways as we learn and improve. Studies indicate people who possess a growth mindset tend to learn new information faster, and…
Taking a new step—to paraphrase Dostoevsky—is what people fear most. Yet during the pandemic, millions took that new step in what’s been called the Great Resignation. For those considering leaving…