by Dan Phillips | Jan 18, 2023 | Financial Awareness, Financial Planning, Retirement Education, Uncategorized, Wednesday Wisdom
📋 Wisdom Wednesday with Viva Financial 📋 Everyone’s favorite time of the year is here- It’s TAX SEASON!!Whether you do your own taxes, or hire a professional- the question that always pops into mind is- “Did I withhold enough??”Here is some...
by Dan Phillips | Jan 13, 2023 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized
Important Update  ‼ We stop your Friday scrolling to bring you an important retirement account update ‼  Max Contributions for 2023.pdf  As always, if you have any questions or would like to schedule your complimentary consultation, please reach out to us by text...
by Dan Phillips | Jan 11, 2023 | Financial Awareness, Financial Planning, Personal Financial Website, Uncategorized, Wednesday Wisdom
🔒 💻 Wisdom Wednesday with Viva Financial 💻 🔒  With the New Year starting, we thought that we would touch on some cyber security basics.Attached is an article that our Client Service Specialist-Jeni Rose Shuey – has put together to explain the basics and...
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...
