by lportee53 | Jul 3, 2024 | Financial Planning
The Importance of a Mid-Year Financial Review It is not just a routine task, but a strategic necessity to align with your goals As we reach the halfway mark of the year, it’s a prime opportunity to assess your financial planning goals and review your investment...
by Dan Phillips | Apr 26, 2023 | Financial Awareness, Financial Planning, Uncategorized, Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 One of the most effective ways to teach children about money management is by encouraging them to open a savings account. A savings account not only teaches children about the importance of saving money, but it also provides...
by Dan Phillips | Apr 19, 2023 | Financial Planning, Retirement Education, Uncategorized, Wednesday Wisdom
💲Wisdom Wednesday with Viva Financial💲 We’ve all heard the coffee strategy at some point in our lives, right? “You make your coffee at home for a year and you’ll save x number of dollars.” And while that sounds great in theory, it may not...
by Dan Phillips | Apr 12, 2023 | Financial Awareness, Financial Planning, Uncategorized, Wednesday Wisdom
👧 Wisdom Wednesday with Viva Financial 👦 A four- or five-year-old child may seem too young to grasp the concept of money management, but even at an early age, children waiting in a supermarket checkout line can see that money buys things. Therefore, it is important to...
by Dan Phillips | Apr 5, 2023 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized, Wednesday Wisdom
🌷 Wisdom Wednesday with Viva Financial 🌷 Welcome to April! As you may know by now, part of our mission here at Viva is to help make financial literacy accessible to everyone. We believe a large part of financial freedom comes in being able to have honest, well...
by Dan Phillips | Mar 29, 2023 | Financial Awareness, Financial Planning, Investing, Uncategorized, Wednesday Wisdom
Wisdom Wednesday with Viva Financial With graduation season around the corner, you may have questions about how to help your child prepare for and decide the best career trajectory. Here is some information on what to consider when talking about degree options....
