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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

What To Do When Your Income Reaches 7 Figures

What To Do When Your Income Reaches 7 Figures

Preserve your hIgh net worth with these foundational tips.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

 

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

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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.

Self-Employed Retirement Plans

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

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

The Fed and How It Got That Way

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

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Coaches

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

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

From Boats to Brokers

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

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