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Planning For Your Whole Life

At Tota Vita Financial Associates, our strategies take everything into consideration. We believe effective financial planning encompasses the full picture of your life by aligning your short and long-term goals into a truly personalized solution. From investment management and estate planning, to long-term care planning, business succession strategies and more, we strive to build confidence in your financial future so you can focus on the things you value most.

Helpful Content

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

5 Things That Seasoned Travelers Are Doing (That You're Not)

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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