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 | Sep 19, 2022 | Financial Awareness, Financial Planning, Insurance, Retirement Education, Wednesday Wisdom
🩺 Wisdom Wednesday with Viva Financial 🩺 September is National Life Insurance Awareness Month According to LIMRA- Research shows that people who own life insurance are more likely to feel financially secure. Nearly two thirds of insured Americans say they feel...
by Dan Phillips | Aug 24, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Wednesday Wisdom
Wisdom Wednesday with Viva Financial Have you ever heard of the term “Sandwich Generation”? While this may sound delicious, it actually refers to the generation of people who have both children and aging parents to take care of. Sound like you? Here is...
by Dan Phillips | Aug 17, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized, Wednesday Wisdom
Wisdom Wednesday with Viva Financial When discussing the stock market, you may have heard the age old quote “It’s all about Timing the Market.” For decades this has been a go-to for many financially savvy investors, HOWEVER, even though it may seem...
