by Dan Phillips | Feb 3, 2023 | Financial Awareness, Retirement Education, RMD, Uncategorized
IMPORTANT UPDATE IMportant rmd update (1) As always, if you have any questions or would like to schedule your complimentary consultation, please reach out to us by text or call at- 614-831-0800 Or...
by Dan Phillips | Feb 1, 2023 | Financial Awareness, Financial Planning, Retirement Education, Uncategorized, Wednesday Wisdom
⌛️Wisdom Wednesday with Viva Financial ⏳ Inflation- We all know the impact it has had on our daily life, groceries, clothes, gas… but what about retirement. Are the dollars you have earned, or are earning, going to hold up over time? Here’s some...
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 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...
