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...
by Dan Phillips | Dec 7, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Wednesday Wisdom
Wisdom Wednesday with Viva Financial It’s the most wonderful time of the year, with hearts overflowing and Christmas’s bonusing! (Okay, it’s a stretch, bear with me!) Many of us look forward to that much-earned, year-end bonus. But what do you do...
by Dan Phillips | Nov 30, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Wednesday Wisdom
☕🌿Wisdom Wednesday with Viva Financial🌿☕️ Can you believe it’s the LAST DAY of November?? We hope that you’ve learned some helpful information on Long-Term Care Insurance over the past few weeks. To wrap up LTCi awareness month, we leave you with one...
by Dan Phillips | Nov 23, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Wednesday Wisdom
Wisdom Wednesday with Viva Financial So you need long-term care insurance, but where do you start? Here are some key policy features that will help you ask the right questions to make sure the policy you choose is the one best suited for your, individual, needs. ...
by Dan Phillips | Nov 18, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Uncategorized
In continuing with the importance of LTCi, we are attaching an article by AARP on when to buy LTCi for the best value. https://www.aarp.org/caregiving/financial-legal/info-2019/when-to-buy-long-term-care-insurance.html Viva Financial 4625 Morse Road, Suite 102...
by Dan Phillips | Nov 16, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Wednesday Wisdom
💼 Wisdom Wednesday with Viva Financial 💼Long-Term Care Insurance- It’s not just for medical bills, it’s also a great way to preserve your retirement savings and maximize tax breaks.Here is some information on this that we think you’ll find helpful!...
