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
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?