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...
by Dan Phillips | Aug 30, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Although this article highlights millennials and their households, everyone can benefit from taking a look at these 10 Money Mistakes to Avoid. 10 Money Mistakes to Avoid As always, if you have any questions or would like to...
by Dan Phillips | Aug 23, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Dollar cost averaging is a simple investment technique. You invest the same amount of money in shares of a particular stock or mutual fund, for example, each month (or other interval), whether the shares are up or down in...
by Dan Phillips | Aug 16, 2023 | Wednesday Wisdom
🏦 Wisdom Wednesday with Viva Financial 🏦 Have you ever given much thought as to what the consequences could be if you did not go to the doctor for ten years? We all know that an annual check-up with a physician is important in maintaining proper health and physical...
