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.
Important Deadlines- Student Aid
🎯🎓Wisdom Wednesday with Viva Financial🎓🎯 We wanted to come back around to a post we put up earlier, on May 4th. With June rolling around (ALREADY, we know), there are a few important deadlines when it comes to student aid: June 30 is the all-important final date to...
Student Debt Is Deeper Than You Think
🎓 Wisdom Wednesday with Viva Financial 🎓With graduations happening and the end of the school year around the corner, many parents and students are facing tough questions; How do we pay for college? What will happen to my student loans once I graduate?While planning...
Credit Cards vs. Debit Cards
Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 |Â dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a...
Disability Insurance Awareness Month
May is Disability Insurance Awareness month. So, what is disability insurance and why is it important?Here is a quick information sheet that explains the basics of disability insurance and the benefits of having it available. Learn more  Viva Financial 4625 Morse...
Open House!!
Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 |Â dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a...
Mother’s Day Charity Drive
Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 |Â dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a...
Planning for Your Goals with Monte Carlo
Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 |Â dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a...
FICO Scores and Managing Credit
Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 |Â dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a...
How to Save for College
  Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,...
Life Insurance
  Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,...
The Power of a Trust
Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 |Â dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a...
Personal Portfolio
  Viva Financial 4625 Morse Road, Suite 102 | Gahanna, Ohio 43230 P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799 Securities offered through Registered Representatives of Cambridge Investment Research, Inc.,...