by Dan Phillips | Dec 21, 2022 | Financial Awareness, Financial Planning, Retirement Education, Uncategorized, Wednesday Wisdom
Wisdom Wednesday with Viva Financial The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track. And it’s wise to use a checklist to see where you are and what...
by Dan Phillips | Dec 12, 2022 | Financial Awareness, Financial Planning, Investing, Retirement Education, Uncategorized
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...
by Dan Phillips | Nov 18, 2022 | Financial Awareness, Financial Planning, Insurance, Investing, Retirement Education, Uncategorized
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...
by Dan Phillips | Nov 7, 2022 | Uncategorized
🤓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...
by Dan Phillips | Oct 19, 2022 | Uncategorized
Wisdom Wednesday with Viva Financial With interest rates going up and the housing market still in high demand, you might be looking at what options are available for mortgages- Here is some information on Adjustable Rate Mortgages and what is involved when choosing...
by Dan Phillips | Sep 14, 2022 | Insurance, Uncategorized
🔍 Wisdom Wednesday with Viva Financial 🔎 Last week we talked about the importance of Life Insurance, this week we’re going to touch on something that often isn’t thought of until you’re in the middle of the application process; the basics and...
