by Dan Phillips | Feb 23, 2023 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized, Wednesday Wisdom
💰Wisdom Wednesday with Viva Financial💰 Americans used to save a reasonable amount of their income. Unfortunately, now we don’t save as much, and citizens in other Western countries save more. Why do we save less money? And is it different from generation to...
by Dan Phillips | Feb 8, 2023 | Investing, Retirement Education, Uncategorized, Wednesday Wisdom
🎈 Wisdom Wednesday with Viva Financial 🎈 So we’ve looked at how inflation can have an impact on your retirement, let’s go over a few things that you can do to factor inflation into your plan. Have You Factored Inflation Into Your Retirement (1) As...
by Dan Phillips | Jan 31, 2023 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized
👨🏫 Happy Friday! 👩🏫 Cryptocurrency- What’s the scoop? Crypto Exchange FTX Answers a Big Question Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800...
by Dan Phillips | Jan 20, 2023 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized
Market Insights January 2023 U.S. Stock Markets advance on the first trading week of the year, encouraged by better-than-expected jobs data. Market Insights 010623 As always, if you have any questions or would like to schedule your complimentary consultation,...
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 | 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...