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.
Younger Workers Stashing More For Retirement
🏦 Wisdom Wednesday with Viva Financial 🏦 The importance of retirement savings has been gaining traction among younger workers, with Generation Z and Millennials taking a proactive approach to secure their financial futures. According to new research from Vanguard,...
How to Save for Retirement
🏦 Wisdom Wednesday with Viva Financial 🏦 Let’s make sure you’re prepared for retirement. Check out this video to see if you’re on the right track. As always, if you have any questions or would like to schedule your complimentary consultation,please reach out to...
Investor Expectation & Market Realities
🏦 Wisdom Wednesday with Viva Financial 🏦 Tech and AI are capturing all the hype, but look to fundamental indicators. In recent times, investor expectations have shown a concerning trend of becoming detached from the realities of the market. The focus on technology...
Buying a house is not always the best investment
🏦 Wisdom Wednesday with Viva Financial 🏦 Despite relatively low mortgage rates and dreams of bidding wars, multiple offers and all-cash closings above asking-price, would-be-home-purchasers should be cautious about putting too much money into real estate. While some...
Womens Financial Stress at an All-Time High
🏦 Wisdom Wednesday with Viva Financial 🏦 A recent report from Ellevest, a financial management company dedicated to empowering women, has presented a worrying trend. Women's financial health is at a five-year low, and women are now spending a significant amount of...
Tips to Avoid Common Estate Planning Mistakes
🏦 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 effectiveness. Are...
Wills
🏦 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...
The Power of a Trust
🏦 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...
Social Media Influencers vs Financial Advisors
🏦 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...
Trusts
🏦 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...
10 Money Mistakes Everyone Should Avoid
🏦 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...
Dollar Cost Averaging Stands the Test of Time
🏦 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...