Key Social Security Ages You Need to Know Navigating Social Security can be complex, but knowing the key ages can help you plan effectively for your retirement and maximize your benefits. Below are the essential Social Security milestones you should be aware of.Key...

January 2025 Market Update It has been quite an eventful month to start 2025, with no shortage of market-moving news and developments. As such, now is the perfect time to offer a quick overview of key events. Month at a Glance  If the first month of the year is any...

What to Know About Inheriting Accounts Inheriting accounts can feel overwhelming, especially during a time of grief when clear thinking can be difficult. Taking the time to ensure these transfers are managed effectively is crucial. At Vesta Wealth Advisors, we’re here...

December 2024 Market Update Major U.S. equity indexes closed out the final month of 2024 in a mixed fashion, with megacap tech being the bright spot and industrials heading lower. With so much happening courtesy of the Fed's change in tone, let’s look at how the final...

November 2024 Market Update Pending elections, “higher” interest rates, and labor market questions… there was a bit of uncertainty heading into November. But that uncertainty was short-lived. The presidential election was settled and the November Fed meeting was in...

Maxing out your Retirement Accounts in 2025 Planning for retirement is a crucial part of financial planning. For 2025, retirement contribution limits are set to increase, giving savers even more opportunities to build a secure future. Whether you're just starting your...

October 2024 Market Update There was no shortage of market activity in October, with corporate earnings, a looming presidential election, and heavily scrutinized labor market data in the spotlight. Monthly payroll data showed extreme weakness on November 1st to get...

September 2024 Market Update Long-term investors with diversified portfolios had a solid month in September, as the S&P 500 rose for three consecutive weeks. As a bonus, the recent stock index rally was further fueled by a Federal Reserve (Fed) that delivered on a...

August 2024 Market Update Here’s some insights about key market developments in August 2024. A highly-expected, ready-to-cut Fed at the upcoming September policy meeting dominated headlines in August after a quick volatility spike courtesy of the Japanese Yen carry...

Long-Term Care: What to Know We frequently receive questions about long-term care from clients of all ages, especially from those who have experienced it firsthand with aging parents or other family members. Although many of us will eventually need some form of...