by vitavia | Jul 2, 2024 | Blog
The term “fiduciary” is significant to financial planning, as not all financial advisors must follow that advanced standard of care. Understanding the value of a fiduciary can help you better decide who you trust with your financial future. A fiduciary is a...
by vitavia | Jul 2, 2024 | Vita Financial Workshop
A Dive into eMoney’s Core Features eMoney is one of the top online financial planning tools used by financial planners, like Vita Financial, in conjunction with their clients. Financial planners can offer a user-friendly online tool to facilitate transparent...
by vitavia | Jul 1, 2024 | Blog
Is there a difference between the role of a financial planner and a financial advisor? I’m often asked this question by clients, prospective clients, and even friends. The short answer is yes, and it’s essential to know why. There are distinct advantages...
