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.
Buy Long-Term Care Insurance at the Right Age to Get the Best Value
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...
Preserve Your Retirement Savings with LTCi
💼 Wisdom Wednesday with Viva Financial 💼Long-Term Care Insurance- It's not just for medical bills, it's also a great way to preserve your retirement savings and maximize tax breaks.Here is some information on this that we think you'll find helpful! Preserve Your...
Long-Term Care- Understanding Your Options
Wisdom Wednesday with Viva Financial Long-Term Care- Understanding Your Options Today we are going to go over a few common things that come up when talking about LTC, and what you may want to consider when looking at LTC and it's alternatives. Long Term Care-...
Market Insights- 11/07
🤓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...
October Was a Good Lesson for Jittery Investors
With the up's and downs of the market over the past year, what has your strategy been when it comes to your investments?Have you changed your portfolio? Stayed the same?We've found this article to be very helpful when it comes to explaining why consistency is crucial...
Six Tips for Wealth and Sanity
Wisdom Wednesday with Viva Financial Investing can be stressful, but it doesn’t have to be. If you have a portfolio that was built for you and use the help of a financial advisor, you shouldn’t be too worried about volatility and financial news. Here are a few tips to...
IRS Increases 401(k) Limit By Record Amounts
THIS JUST IN IRS Increases 401(k) Limit By Record Amounts- On October 21st, the Internal Revenue Service announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued...
To ARM or not to ARM
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...
September Market Concerns
🌿Wisdom Wednesday with Viva Financial🌿
A letter from Dan-
Zeroing in on Your Life Insurance Needs
🩺 Wisdom Wednesday with Viva Financial 🩺 September is National Life Insurance Awareness Month According to LIMRA- Research shows that people who own life insurance are more likely to feel financially secure. Nearly two thirds of insured Americans say they feel...
The Nuts and Bolts of Life Insurance Beneficiary Arrangements
🔍 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 importance of Life...
DINE AND DONATE- Kathy’s Story
Viva Financial is proud to announce another charity event! Our sister-in-law, Kathy, has been fighting her battle with ALS for over eight years. She is one of the strongest people we have ever met! We started thinking of how we could do our part in helping to raise...