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.
How Much Tax Should You Have Withheld?
📋 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 information on tax...
Max Contributions for 2023
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...
Cyber Security 101
🔒 💻 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 importance of...
A Few Tips for Snow Shoveling Safety
A few tips for snow shoveling safety.
8 Point Year-End Financial Planning Checklist
As we head to the end of the year, now is a great time to make sure your financial plan is still on track.
What Is an RMD?
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 RMD's. Here is a...
Market Insights – December 2022
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...
Spend Your Bonus Wisely
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 with that bonus? Do...
A Realistic Approach to Long-Term Care Insurance
☕🌿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 informational: A...
Long-Term Care Insurance- Key Policy Features
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. ...
Buy Long-Term Care Insurance at the Right Age to Get the Best Value
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...
Preserve Your Retirement Savings with LTCi
💼 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! Preserve Your...