Vistica Blog
10 Tax Tips for Families with Special Needs
2020 ushered in a unique set of changes and challenges. To help lend clarity to the chaos, consider the following tax tips and consult a tax professional.
The 'Other' Victims of the Pandemic
Children with special needs are particularly vulnerable to changes in their routine. For those of us who care for children with special needs, the end to 2020 didn’t come soon enough.
Vistica Wealth Advisors Launches Valiant Partners to Serve Special Needs Families
Vistica Wealth Advisors, an integrated wealth management firm serving clients across California, announced today the launch of Valiant Partners.
Election Year Politics and Stock Market Forecasts
Before you make changes to your portfolio as a result of election year predictions, consider the following three points.
Coronavirus and Your Investments
Recent outbreaks of the novel coronavirus (a.k.a., COVID-19) outside of China has raised concerns about the virus’ containment. This heightened concern sent global stocks quickly lower over a few trading days as investors assess the potential impact of the virus on the global economy.
Why Dismissing Social Security in Your Retirement Plan Is a Mistake
BAM Wealth Advisor, Jarrett Simpson looks at why retirement savers who are too cynical about or ignore Social Security are likely selling the program short.
Your Home Is a Personal Asset
BAM Wealth Advisor Connie Brezik looks at why it can be prudent to think about your home as a personal asset, not an investment.
New Rule: All Purchases Subject to a 7-Day Mental Quarantine
Cutting the clutter. Carl Richards on his new rule to subject all purchases to a 7-day mental “quarantine".
Important To-Do's Before Sending Your Child Off to College
Wealth Advisor Ken Rosenbaum looks at some essential financial tasks and other important to-do's you may have overlooked as the first day of a new academic year approaches.
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