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.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A look at how variable rates of return impact investors over time.
Here are five facts about Social Security that are important to keep in mind.
Four vacation destinations you might never have thought of.
Learn when it may not make sense to file a claim on your home insurance.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Five overlooked tax deductions to help manage your tax bill.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are a few things to consider when buying or leasing your next vehicle.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Make your retirement as exciting as your next vacation.
Peer-to-peer payment apps are one of the newest ways to send money.