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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
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.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Understanding the economy's cycles can help put current business conditions in better perspective.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Beware of these traps that could upend your retirement.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Understanding the cycle of investing may help you avoid easy pitfalls.
Peer-to-peer payment apps are one of the newest ways to send money.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here’s a crash course on saving for college.
A special needs trust helps care for a special needs child when you’re gone.