Money | Vista Partners

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Saving for College 101

Here's a crash course on saving for college.

How to Buy a House in Eight Steps: A Guide

This guide prepares you for buying, whether "someday" is coming up soon or still a couple years down the road.

How To Build Credit: Busting Common Myths

When it comes to building credit, conflicting information is everywhere. We bust some of the most common credit myths.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

The Smart Way to Pay Off Student Loans

When it comes to paying off your student loan debt, you may have more options than you realize.

5 Strategies for Paying Off Credit Card Debt

U.S. consumer credit card debt recently topped $1 trillion. Here are five tips for getting you back in the black.

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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Articles

Debt: Not Necessarily a Four-Letter Word

Debt can be an important tool to creating the future you want – if you manage it wisely.

A Comprehensive Guide to Charitable Giving Strategies

From assets and timing to strategies and structures, this guide breaks down the key elements of charitable giving.

Should You Buy or Lease Your Next Car?

Before choosing your next car, make sure you can answer these questions related to finances, driving frequency and more.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

How Does Equity Compensation Fit Into Your Financial Plan?

It can be tempting to put your equity benefits on autopilot, but factoring them into your long-term financial plan is vital.

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Videos

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

View all videos