Financial Tips

We believe the key to financial freedom is staying informed and continually educating yourself on your financial investments, decisions, and life.

Below you will find some educational information and resources that we have compiled to help you on your road to financial freedom.

The Power of a Trust

The Power of a Trust

🏦 Wisdom Wednesday with Viva Financial 🏦​ Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.           As always, if you have any questions or would like to schedule your...

Social Media Influencers vs Financial Advisors

Social Media Influencers vs Financial Advisors

🏦 Wisdom Wednesday with Viva Financial 🏦​ One is based on personal experiences and the other is grounded in theories. As the digital age reshapes traditional norms, a dramatic shift in the sources of financial advice is emerging among young investors. Betterment, a...

Trusts

Trusts

🏦 Wisdom Wednesday with Viva Financial 🏦​ Trusts can help you create and preserve your legacy. This video shows how they may be of benefit to you and your family.         As always, if you have any questions or would like to schedule your complimentary...

10 Money Mistakes Everyone Should Avoid

10 Money Mistakes Everyone Should Avoid

🏦 Wisdom Wednesday with Viva Financial 🏦​ Although this article highlights millennials and their households, everyone can benefit from taking a look at these 10 Money Mistakes to Avoid. 10 Money Mistakes to Avoid   As always, if you have any questions or would like to...

Dollar Cost Averaging Stands the Test of Time

Dollar Cost Averaging Stands the Test of Time

🏦 Wisdom Wednesday with Viva Financial 🏦​ Dollar cost averaging is a simple investment technique. You invest the same amount of money in shares of a particular stock or mutual fund, for example, each month (or other interval), whether the shares are up or down in...

Checking Your Financial Pulse

Checking Your Financial Pulse

🏦 Wisdom Wednesday with Viva Financial 🏦​ Have you ever given much thought as to what the consequences could be if you did not go to the doctor for ten years? We all know that an annual check-up with a physician is important in maintaining proper health and physical...

What Do You Think it Really Means “To Be Rich?”

What Do You Think it Really Means “To Be Rich?”

🏦 Wisdom Wednesday with Viva Financial 🏦​ If we set unrealistic expectations for ourselves, we never reach true wealth What does it mean to be rich? Some people live by the balance sheet, some die by it. Others don’t even know what a balance sheet is. How do you...

Staying on Top of Your 401(k) Can Pay Dividends

Staying on Top of Your 401(k) Can Pay Dividends

🏦 Wisdom Wednesday with Viva Financial 🏦​ Staying on Top of Your 401(k) Can Pay Dividends Lots of investors never bother to check on their 401(k) regularly. But you should keep a constant eye on your funds’ risk level, whether your asset allocation is out of whack and...

Strategies for Balancing Family and Financial Security

Strategies for Balancing Family and Financial Security

🏦 Wisdom Wednesday with Viva Financial 🏦​ Make sure that you're working to live—not living to work. See the simple strategies that you can employ to achieve work-life balance without sacrificing financial security. Strategies for Balancing Family and Financial...

10 Projects to Help You Live in Your Home Forever

10 Projects to Help You Live in Your Home Forever

🏦 Wisdom Wednesday with Viva Financial 🏦​ In response to demands from baby boomers, aging-in-place improvements that help seniors stay safely in their homes are more stylish and functional than before. We've pinpointed five areas where improvements could help you stay...

Copyright © 2025
Viva Financial