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.
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.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Understanding the economy's cycles can help put current business conditions in better perspective.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Why have the markets been so volatile recently?
This checklist can give you a quick snapshot of how prepared you are.
Here are 5 reason why you may consider working through retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.