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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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Avoiding Cognitive Decline

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

 

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

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