How an HSA can be a powerful investment and retirement tool

Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.

How an HSA can be a powerful investment and retirement tool

Putting more life into the 10-year rule

Non-eligible designated beneficiaries have 10 years to draw down inherited qualified retirement accounts; here, we explore ways to extend the life of that wealth.

Putting more life into the 10-year rule

The three ingredients of a purposeful retirement

If there is a secret to living well in retirement, it might be found in three parts: health, avocation and community.

The three ingredients of a purposeful retirement

Retirement planning considerations for corporate executives

As a corporate executive or business owner, you may feel like retirement planning can get complex. While there are more considerations, there are also more levers to pull.

Retirement planning considerations for corporate executives

Why We Changed Our Business Name

After nearly a decade as Wasatch Wealth, we have recently changed our business name to NuVista Wealth. This decision took months of planning and implementation, and it wasn’t merely cosmetic. Here’s the story behind this change and what it means for you.

Why We Changed Our Business Name

Why NuVista Wealth and What It Means to Us

Last month, we changed our business name from Wasatch Wealth to NuVista Wealth. NuVista isn’t a normal word—in fact, it’s something we created. But we chose it for a reason, and it has a meaning that is important to us.

Why NuVista Wealth and What It Means to Us

Does the Corporate Transparency Act Apply to You?

Effective in 2024,The Corporate Transparency Act introduced new reporting requirements for certain businesses to disclose beneficial ownership information. If you own or manage a corporation, LLC, or investment real estate properties held in LLCs or similar structures this may apply to you.

Does the Corporate Transparency Act Apply to You?

Retiree in training

Are you truly ready for retirement? Beyond finances, retirement brings big lifestyle changes and challenges to identity and purpose. Discover how a gradual transition, balancing work and play, can help you create a fulfilling, joyful next chapter.

Retiree in training

A step-by-step guide to hosting a family meeting

Estate planning should include family meetings to discuss not only financial strategies but also values, roles, and responsibilities for managing wealth across generations. Choose a comfortable meeting setting, include relevant family members and advisors, and cover essential topics like family values, inheritance, caregiving, and transitions. Regular follow-up meetings can help keep everyone informed and engaged.

A step-by-step guide to hosting a family meeting

Does your estate plan account for your digital assets?

Digital assets, like online accounts, family mementos, and important documents, are often overlooked in estate planning but can hold significant sentimental and financial value. Properly organizing and inventorying these assets, with the help of tools like cloud storage and password managers, ensures that loved ones can access them if needed. Including digital assets in estate planning reduces future stress for family members and preserves a meaningful part of your legacy.

Does your estate plan account for your digital assets?

How 10 minutes on LinkedIn per day can boost your business

To build connections on LinkedIn, start with a professional profile and summary that highlight your strengths and personality. Use targeted keywords, engaging photos, and a clear call-to-action to attract clients. Regularly engage with your network through personalized messages, milestone comments, and a simple daily routine to maintain meaningful connections.

How 10 minutes on LinkedIn per day can boost your business

Should your estate plan address addiction?

When creating an estate plan, families may need to address potential substance abuse issues among beneficiaries. Trust provisions can allow trustees to withhold distributions or require treatment if addiction becomes a concern, though some prefer not to include explicit language to avoid stigmatization. Open discussions with advisors can help craft a thoughtful approach that balances protection with compassion.

Should your estate plan address addiction?

The ins and outs of nonqualified deferred compensation

An NQDC plan allows high earners to defer income on a pre-tax basis, creating additional retirement savings and flexibility beyond traditional retirement plans. With new SECURE 2.0 rules affecting contributions for high earners, these plans are increasingly valuable for attracting and retaining key employees. Businesses may benefit from adding NQDC options to diversify retirement benefits and better meet the needs of top talent.

The ins and outs of nonqualified deferred compensation

5 reasons wealth transfers fail

Family wealth transfers often fail due to issues like poor communication, lack of a shared vision, and focus solely on financial assets instead of values. Strengthening communication, fostering gratitude, and promoting transparency can help ensure that wealth and family values endure across generations. Proactively addressing these areas with family discussions and professional guidance can greatly improve the success of wealth transfers.

5 reasons wealth transfers fail

Tailor your taxes for retirement

Retirees should review their tax strategy, including Social Security taxation, RMDs, and Roth conversions, to optimize post-retirement income and avoid unexpected tax burdens. Deductible expenses, like Medicare premiums for solopreneurs, and strategies like qualified charitable distributions (QCDs) can also help manage taxes. Regular adjustments with a financial advisor can ensure tax efficiency as financial circumstances change.

Tailor your taxes for retirement

Taxation of Investments

Curious about how your investments impact your taxes? Understanding the difference between ordinary income and capital gains, as well as strategies like offsetting gains with losses, could save you money come tax season. This guide covers key tips for navigating investment taxes and maximizing your tax efficiency.

Taxation of Investments

5 considerations for your Social Security strategy

Thinking about claiming Social Security? Timing, strategy, and a few key decisions can make a big difference in maximizing your benefits. This guide covers essential questions to consider and steps to take as you plan for a comfortable retirement.

5 considerations for your Social Security strategy