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
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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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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.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Saving for College 101
Here’s a crash course on saving for college.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.