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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

Pullbacks, Corrections, and Bear Markets

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

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.

Women on the Rise

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

 

The SECURE Act

This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.

The Business Cycle

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

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

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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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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Once Upon a Goal

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

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Cycle of Investing

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

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