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.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
When it comes to generational differences, knowing the facts can be difficult.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Couples may be able to head off many of the problems in a marriage that money can cause.
Healthy habits are one of the greatest gifts to give your child.
Five overlooked tax deductions to help manage your tax bill.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Pundits say a lot of things about the markets. Let's see if you can keep up.