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 Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Saving for College 101
Here’s a crash course on saving for college.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Learn about the risks of not having health insurance in this informative article.
Important items to consider when purchasing condo insurance.
In the face of divorce, making changes to insurance coverage may be overlooked.
Currency has been around for a long time. Here’s a quick history lesson.
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.
Learn about cyber liability insurance in this entertaining video.
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Around the country, attitudes about retirement are shifting.
Here’s a quick guide to checking to see if you have unclaimed money.
There are a few things to consider when buying or leasing your next vehicle.