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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The federal government requires deceased individuals to file a final income tax return.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Earnings season can move markets. What is it and why is it important?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Try these activities to keep your brain sharp.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Check out this video to begin separating fact from fiction.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Making the most of surprises is a great reason to work with us.
For women, retirement strategy is a long race. It’s helpful to know the route.