by Dan Phillips | Jun 30, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education
Wisdom Wednesday with Viva Financial With June more than halfway over, we thought it would be a good time to look at budgeting. Below is a budget checklist designed to help you go through your financial obligations and see where your income is going. In addition to...
by Dan Phillips | Jun 9, 2022 | Financial Planning
🩹🩺Wisdom Wednesday with Viva Financial🩺🩹 What is an HSA?Opening an HSA can help you save money on health care expenses, especially if you’re on a high-deductible health plan. Watch this video to find out what an HSA is, its unique benefits, and how we can help...
by Dan Phillips | Jun 1, 2022 | Financial Awareness, Financial Planning, Retirement Education, Uncategorized
🎯🎓Wisdom Wednesday with Viva Financial🎓🎯 We wanted to come back around to a post we put up earlier, on May 4th. With June rolling around (ALREADY, we know), there are a few important deadlines when it comes to student aid: June 30 is the all-important final date to...
by Dan Phillips | May 26, 2022 | Financial Awareness, Financial Planning, Uncategorized
🎓 Wisdom Wednesday with Viva Financial 🎓With graduations happening and the end of the school year around the corner, many parents and students are facing tough questions; How do we pay for college? What will happen to my student loans once I graduate?While planning...
by Dan Phillips | May 20, 2022 | Financial Awareness, Financial Planning
Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com |...
