by Dan Phillips | Nov 7, 2022 | Uncategorized
🤓Market Insights🤓Good Morning! We are excited to announce a new series of content for further education in the world of investing! We will be posting articles on the first Monday of each month about the performance of the stock market along with other notable events...
by Dan Phillips | Nov 4, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education
With the up’s and downs of the market over the past year, what has your strategy been when it comes to your investments?Have you changed your portfolio? Stayed the same?We’ve found this article to be very helpful when it comes to explaining why consistency...
by Dan Phillips | Nov 2, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Wednesday Wisdom
Wisdom Wednesday with Viva Financial Investing can be stressful, but it doesn’t have to be. If you have a portfolio that was built for you and use the help of a financial advisor, you shouldn’t be too worried about volatility and financial news. Here are a few tips to...
by Dan Phillips | Oct 28, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, RMD, Wednesday Wisdom
THIS JUST IN IRS Increases 401(k) Limit By Record Amounts- On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued...
by Dan Phillips | Oct 19, 2022 | Uncategorized
Wisdom Wednesday with Viva Financial With interest rates going up and the housing market still in high demand, you might be looking at what options are available for mortgages- Here is some information on Adjustable Rate Mortgages and what is involved when choosing...
