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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. Glossary / Tax Resources / Calculators. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. What to Look for in a Long-Term Care Policy. Choosing a Retirement Plan...

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Tom Konkowski

8663 W U●●●●●●●●ls Drive

Sui●●●401

Pe●●ia , Arizona, 85382

United States

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Home | Vista Wealth Management, PLLC | vista-wealth.com Reviews

https://vista-wealth.com

Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. Glossary / Tax Resources / Calculators. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. What to Look for in a Long-Term Care Policy. Choosing a Retirement Plan...

INTERNAL PAGES

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Planning Process

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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 financial plan contains some or all of the following components, depending on your situation:. An assessment of your current financial position. A cash flow statement. Overview of the Financial Planning Process. Establishing and defining the client-planner relationship. Because questions are ...

2

Mission

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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. TO SIMPLIFY THE FINANCIAL LIVES OF OUR CLIENTS, FREEING THEM TO PURSUE THEIR DREAMS. At our firm, we have the client—and only the client—in mind. We understand the challenges families face today. Check the background of your financial professional on FINRA's BrokerCheck.

3

Tax and Estate Planning Review

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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. Tax and Estate Planning Review. SECOND OPINION TAX REVIEW. Second Opinion for Individuals. The IRS isn't required by law to tell you. So if you don't find the mistakes and request a refund within three years, the IRS wins, and you lose. The good news is there is something you can do abo...Who i...

4

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 ...

5

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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My Profile | Vista Wealth Network

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Reminder: If you are a new registrant you will find your account credentials in your email inbox!

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Managing Qualified Money | Vista Wealth Network

http://vista-ed.com/topic/managing-qualified-money

To register for our entire learning library! Create your complimentary account to access our. A successful retirement essentially boils down to how you answer one question: how can I make my money last as long as I will? For many retirees, an IRA is an invaluable financial vehicle that can help them arrive at their ideal retirement destination. However, a car is only as good as the driver, which means the benefits of an IRA can be severely diminished when they are mismanaged.

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Future of US Taxation | Vista Wealth Network

http://vista-ed.com/topic/future-of-us-taxation

To register for our entire learning library! Create your complimentary account to access our. Future of US Taxation. You’re probably familiar with the phrase nothing is certain except for death and taxes but when you consider the state of today’s economy it becomes clear this saying might need to be changed to, nothing is certain except for death and increasing taxes. Create your complimentary account today to. Your information will never be shared or sold to a third party.

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Generational Vault | Vista Wealth Network

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To register for our entire learning library! Create your complimentary account to access our. It’s no secret that there are many factors and potential complications for your retirement plan to address: from taxes to market volatility to rising healthcare costs. After spending a lifetime working and accumulating assets, you now have to organize your finances so that your pile of money can turn into a steady stream of retirement income no matter what the economy does. Find out today by creating your compli...

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Social Security Maximization | Vista Wealth Network

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To register for our entire learning library! Create your complimentary account to access our. If you’re like many Americans, your Social Security benefit will form the foundation of your retirement income plan. After all, you’ve been paying into Social Security since the first moment you entered the workforce and it’s about time to cash in on all your hard work, but how much can you count on it? What would you have done with an extra $1,355 in monthly income? Create your complimentary account today to.

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Rainy Day Program | Vista Wealth Network

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To register for our entire learning library! Create your complimentary account to access our. If you’re like many retirees, even after your income needs have been met and you have a ready reserve account in case there’s emergency, you probably still have money left over. What are you going to do with it? Give it to loved ones? Donate it to charity? Save it for a rainy day? Why not all three? What do you do if, like many Americans, long-term care insurance is too expensive to be an option? Create your com...

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Understanding Retirement Concepts | Vista Wealth Network

http://vista-ed.com/topic/understanding-retirement-concepts

To register for our entire learning library! Create your complimentary account to access our. Once you retire, the financial rules you have spent your whole life following may no longer apply. Instead of earning and saving money, you may need to leverage and distribute it in order to create the retirement income you’ll need. Create your complimentary account today to. Your information will never be shared or sold to a third party.

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Sapphire Bookkeeping and Accounting - Glendale, AZ

http://sapphirebookkeepingaz.com/services

Specialists in Personal and Small Business. Accounting, Bookkeeping and Tax. We specialize in tax services for individuals, sole proprietorships, Partnerships, LLC’s, S-Corp’s, C-Corp’s, Fiduciary (Trust and/or Estate) and Gift Tax Returns. From start up to clean up we have the ability to solve almost any bookkeeping issue you may have. We can even house and maintain your QuickBooks file allowing you to concentrate on what you do best and grow your business. Our bookkeeping services include:. We offer a ...

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Home | Vista Wealth Management, PLLC

Vista Wealth Management - Peoria, AZ. To the financial choices you make every day". Tax and Estate Review. Wealth Management Cost Structure. Glossary / Tax Resources / Calculators. The Fed and How It Got That Way. A quick history of the Federal Reserve and overview of what it does. How to Retire Early. Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts. Keeping Up with the Joneses. What to Look for in a Long-Term Care Policy. Choosing a Retirement Plan...

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Vista Wealth Network

Vista Wealth Network, PLLC. Our Network Professionals work with a select group of families and businesses who are busy with other aspects of their life and the management of their careers or businesses. Our role is to help you put together the pieces to develop your own comprehensive wealth management plan. A successful advisory relationship is based on trust, understanding and open communication. This is what we strive to achieve with every client relationship.". Our commitment to all of our clients is ...

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Vista Wealth Management, Inc.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. We are registered to sell Securities in the following states:. Colorado, Florida, Georgia, Illinois, Kansas, Michigan, Missouri. If you are a resident, then please Enter Site.

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