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Our Team

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team of financial professionals can help you address:. Investing principles and strategies. Retirement investing and distribution strategies. Can I retire early? Deborah ...

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Financial Life Management

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. A successful advisory relationship is based on trust, understanding and open communication. This is what we strive to achieve with every Client relationship.". But that’s just a start. We’ll regularly review your progress towards your goals and help you anticipate any needed adj...Using this pr...

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Social Security Maximization

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. Don’t Start Early. The full retirement age for Social Security is between age 65 and age 67, depending on your year of birth. You may use the following table to determine your full retirement age. 65 and 2 months. 65 and 4 months. 65 and 6 months. 65 and 8 months. 65 and 10 months. 2 For the pu...

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Insurance Efficiency Study

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. Are There Gaps in Your Insurance Coverage? Which drivers and what vehicles are covered by your auto insurance? Notify your insurer about any change in living arrangements to avoid a gap in coverage. Other gaps include no coverage for damaged batteries, tires, and shocks. And you might not b...

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Money | Vista Wealth Management, PLLC

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? Your Cash Flow Statement. A presentation about managing money: using it, saving it, and even getting credit. The Power of Compound Interest.

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Durable Income Monitoring

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. Fixed Income vs. Durable Income – Difference? Durable Income, unlike many fixed income investing approaches allows investors to tap multiple return sources beyond just interest rates:. Returns from interest earned on money lent. Returns from taking on credit risk. Returns that skilled managers ...

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Investment | Vista Wealth Management, PLLC

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. The New Wild West: Bitcoin. Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town. Keys to Investing for Retirement. There are some key concepts to understand when investing for retirement. Best Performing Asset Classes. Inflatio...

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Insurance | Vista Wealth Management, PLLC

http://www.vista-wealth.com/resource-center/insurance

Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance. The Other Sure Thing.

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Retirement Needs Analysis

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. Assumptions for retirement planning. Life expectancy - the age until which a person is expected to live - is a second critical factor in determining how much money an individual will need to set aside for retirement. Joint Life Expectancy - For couples, the average number of years until th...

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Useful Sites

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Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. The Retirement Learning Library. Glossary / Tax Resources / Calculators. We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. The Wall Street Journal. Investor’s Business Daily. New York Stock Exchange. For more information, go to:.