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.
Mortgage 101
💲Wisdom Wednesday with Viva Financial💲 With things slowing down and looking like the tides may be turning more towards the buyers favor, we thought it would be helpful to share the basics of mortgages and what you need to know if you are looking to buy, or even sell...
Will Rising Mortgage Rates Slow Down the Housing Market?
Wisdom Wednesday with Viva Financial We've all felt the impact of the housing market over the past few years, interest rates are low, inventory is down, and home value is UP. At this point, everyone is wondering the same thing; When will things slow down? We may see...
Priceless Advice for New Retiree’s
Wisdom Wednesday with Viva Financial Read More 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...
HOW LONG DO RECESSIONS AND BEAR MARKETS LAST? IS THIS THE “BIG ONE?”
Wisdom Wednesday with Viva Financial HOW LONG DO RECESSIONS AND BEAR MARKETS LAST? IS THIS THE “BIG ONE?” When faced with down markets, it is natural to become uneasy of your investments. Nobody likes to see an account balance decline. How long will this period of...
Just Do It
Wisdom Wednesday with Viva Financial With June more than halfway over, we thought it would be a good time to look at budgeting. Below is a budget checklist designed to help you go through your financial obligations and see where your income is going. In addition to...
What is an HSA?
🩹🩺Wisdom Wednesday with Viva Financial🩺🩹 What is an HSA?Opening an HSA can help you save money on health care expenses, especially if you're on a high-deductible health plan. Watch this video to find out what an HSA is, its unique benefits, and how we can help lower...
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 | 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 | 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 | 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...