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.

Spend Less Than You Earn

    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.,...

How do I Budget?

    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.,...

Credit vs. Debit Cards

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., a...

What is an HSA?

    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 Investing

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., a...

New Year’s Financial Checklist

The Holidays have been a welcome break. Time at home, later wake times, less deadlines. Time to refresh and renew. While there’s never a bad time to map out what your finances look like, it is helpful to start at the beginning of the year to plan and budget for the...

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