by Dan Phillips | Oct 4, 2023 | Uncategorized
🏦 Wisdom Wednesday with Viva Financial 🏦 With a few simple actions, you can ensure your estate planning is effective. Whether your estate plan is simple or complex, there are many details, which are often overlooked, that can undermine your plan’s...
by Dan Phillips | Sep 27, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Wills help you control how your assets are distributed. Learn how you can provide your family with a financial roadmap in this video. As always, if you have any questions or would like to schedule your...
by Dan Phillips | Sep 20, 2023 | Wednesday Wisdom
🏦 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...
by Dan Phillips | Sep 13, 2023 | Wednesday Wisdom
🏦 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...
by Dan Phillips | Sep 6, 2023 | Wednesday Wisdom
🏦 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...
