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.
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...
Long-Term Care- Understanding Your Options
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-...
Market Insights- 11/07
🤓Market Insights🤓Good Morning! We are excited to announce a new series of content for further education in the world of investing! We will be posting articles on the first Monday of each month about the performance of the stock market along with other notable events...
October Was a Good Lesson for Jittery Investors
With the up's and downs of the market over the past year, what has your strategy been when it comes to your investments?Have you changed your portfolio? Stayed the same?We've found this article to be very helpful when it comes to explaining why consistency is crucial...
Six Tips for Wealth and Sanity
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...