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
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
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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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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.