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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

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

 

5 Tips to Prep for a Possible Recession

No one knows when the next recession will hit, but there are things you can do to prepare for it

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

From Aliens to Zombies, the A to Z of Insurance

When your life changes, your insurance needs change as well.

What’s Your Financial Planning Sign

Discover your financial planning sign.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

12 Financial Hacks for Millennials: Budgeting, Investing and

Millennials bear substantial potential, but they are also facing a world of great financial uncertainty and opportunity. This e-book presents 12 Financial Hacks for Millennials to guide them through....

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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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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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