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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

Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Social Security: The 64,000 Dollar Question

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

 

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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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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Retirement Redefined

Around the country, attitudes about retirement are shifting.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

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