by Emily | Aug 3, 2026 | Career
Set them up for professional—and personal—success. Whether your children will grow up to be entrepreneurs or to work for someone else, teaching kids early about business helps them establish valuable skills that can serve them in both their professional and personal...
by Claire Chapin | May 26, 2026 | Financial
How to gift a down payment the smart way. WHY HOME BUYING MAY FEEL HARDER FOR YOUR CHILDREN OR GRANDCHILDREN THAN IT WAS FOR YOU If you feel like your kids are working hard and still finding it increasingly difficult to buy a home, you are not alone. We have many...
by Maggie Mutch | Feb 23, 2026 | Profile
ClearVista Advisors Melissa Jean Stewart, founder of ClearVista Advisors, helps clients maximize their net worth by optimizing their investments, creating a tailored financial plan, and implementing tax-minimization strategies. Stewart specializes in working...
by Maggie Mutch | Nov 19, 2025 | Financial
As the 2026 tax season comes around, it’s important (as always) to be prepared. But there are a number of elements to consider when doing so, whether it’s factoring in new tax provisions, implementing organizational strategies, or even the timing of when you file....
by Maggie Mutch | Dec 2, 2024 | Financial
Keep these 10 financial goals in mind as you embark on a new year. 1. Create Your Own Financial GoalsWhat do you want to achieve financially this year? How about over the next five years? Maybe you want to save for a vacation, pay off a loan, start saving for...
