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 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!...
by Dan Phillips | Nov 9, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Wednesday Wisdom
Wisdom Wednesday with Viva Financial Long-Term Care- Understanding Your Options Today we are going to go over a few common things that come up when talking about LTC, and what you may want to consider when looking at LTC and it’s alternatives. Long Term Care-...
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...
