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.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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.
A windfall from a loved one can be both rewarding and complicated.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Earnings season can move markets. What is it and why is it important?
A collection of tips from professional travelers.
Learn when it may not make sense to file a claim on your home insurance.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
Imagine your ideal post-pandemic retirement with this animated video.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?
Learn about the importance of having an estate strategy in this helpful and informative video.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?