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 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 11, 2023 | Financial Awareness, Financial Planning, Personal Financial Website, Uncategorized, Wednesday Wisdom
🔒 💻 Wisdom Wednesday with Viva Financial 💻 🔒 With the New Year starting, we thought that we would touch on some cyber security basics.Attached is an article that our Client Service Specialist-Jeni Rose Shuey – has put together to explain the basics and...
by Dan Phillips | Dec 21, 2022 | Financial Awareness, Financial Planning, Retirement Education, Uncategorized, Wednesday Wisdom
Wisdom Wednesday with Viva Financial The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track. And it’s wise to use a checklist to see where you are and what...
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...
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...
