by Dan Phillips | Dec 23, 2022 | Uncategorized
Hope everyone is staying safe and warm this chilly day! As we enjoy the first real snow of the winter here in Ohio, we thought we would share a few quick tips on snow shoveling safety. Snow Shoveling Tips 1222 Viva Financial 4625 Morse Road, Suite 102 | Gahanna,...
by Dan Phillips | Dec 21, 2022 | Financial Awareness, Financial Planning, Retirement Education, Uncategorized, Wednesday Wisdom
Wisdom Wednesday with Viva Financial The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track. And it’s wise to use a checklist to see where you are and what...
by Dan Phillips | Dec 14, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, RMD, Wednesday Wisdom
Wisdom Wednesday with Viva Financial RMD’s- A topic you don’t typically hear about unless you are the the retirement phase of life. And while they only apply to people over the age of 72, that doesn’t mean you should go through life uninformed on...
by Dan Phillips | Dec 12, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized
Market Insights Many indicators are showing positive signs as we close out the year. We will continue to deliver market insights to you throughout 2023. As always, if you have any questions or would like to schedule your complimentary consultation, please reach out to...
by Dan Phillips | Dec 7, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Wednesday Wisdom
Wisdom Wednesday with Viva Financial It’s the most wonderful time of the year, with hearts overflowing and Christmas’s bonusing! (Okay, it’s a stretch, bear with me!) Many of us look forward to that much-earned, year-end bonus. But what do you do...
