Vista Advisors

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead.

Tax strategies for college savings and gifting Use the tax code to your benefit for a loved one’s education.

Graduate school isn’t just for recent grads. 🎓

Adults returning to school often face different financial challenges — from family obligations to existing debt. This article explores ways to approach grad school costs thoughtfully.

Going back to school as an adult How to pay for a degree as a nontraditional student.

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Why 529 plans are a popular way to save for college expenses Learn the ins and outs of 529 plans.

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

What to do when facing the loss of health coverage Find out how to address your health care needs in the event of a coverage gap.

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

4 reasons you should review your Medicare options every year Why should you revisit your Medicare benefits during open enrollment?

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Trump Accounts: A guide for parents Learn how Trump Accounts work and if they fit into your family’s financial strategy.