by Dan Phillips | Nov 16, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Wednesday Wisdom
💼 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!...
by Dan Phillips | Nov 9, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Wednesday Wisdom
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. Â Long Term Care-...
by Dan Phillips | Nov 4, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education
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...
by Dan Phillips | Nov 2, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Wednesday Wisdom
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...
by Dan Phillips | Oct 28, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, RMD, Wednesday Wisdom
THIS JUST IN IRS Increases 401(k) Limit By Record Amounts- On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued...
by Dan Phillips | Oct 5, 2022 | Financial Awareness, Investing, Retirement Education
🌿Wisdom Wednesday with Viva Financial🌿 A letter from Dan- September Market Concerns Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800...
