by Dan Phillips | Jul 6, 2022 | Financial Awareness, Financial Planning, Investing
Wisdom Wednesday with Viva Financial HOW LONG DO RECESSIONS AND BEAR MARKETS LAST? IS THIS THE “BIG ONE?” When faced with down markets, it is natural to become uneasy of your investments. Nobody likes to see an account balance decline. How long will this period of...
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 |...
