Get More Joy from Giving with a Philanthropic Plan
In this season of giving, donating time and money to cherished organizations can be a tremendous source of joy. And for those who create a…
In this season of giving, donating time and money to cherished organizations can be a tremendous source of joy. And for those who create a…
This holiday season, consider giving a gift from the heart: a legacy letter. Vista’s Director of Legacy Planning, Julia Tierney, CFP® and Chief Growth Officer,…
If you’re like most people, you want to do something you love—something that gives life meaning—after you retire. Yet planning what to do in retirement…
No matter how much or why you give to charities, you want your donations to make an impact. With some 1.5 million charitable organizations across…
After a career focused on maximizing earnings, saving diligently, and spending prudently in preparation for retirement, new retirees often find it to be an adjustment…
Can money make you happy? For years, researchers have pondered this question, seeking the elusive sweet spot where people feel they have “enough.” What’s Happiness…