by James Bush | Oct 23, 2024 | Blog
Navigating the world of financial planning services can feel like a maze these days. It’s important to get a handle on the different ways planners get paid so you can make smart choices about your money. Fee-based financial planning has emerged as a popular...
by James Bush | Oct 1, 2024 | Blog
Big news from the Federal Reserve Board. Nick Benzor, Vita Collective Investment Committee Chair and CEO of Benzor Capital Wealth, and Dylan Baxter, a paraplanner at Vita Financial, recently sat down to discuss the implications of the Federal Reserve Board’s latest...
by James Bush | Sep 27, 2024 | Blog
Life Insurance: A Personalized Tool, Not One-Size-Fits-All At Vita, risk management is woven into our DNA. Our previous affiliations with prominent broker-dealers, such as Prudential and MassMutual, pillars of the risk management and insurance industry, played a...
by James Bush | Sep 27, 2024 | Blog
From Roman Risk Pools to Modern Algorithms: The History of Life Insurance Since September is Life Insurance Awareness Month, this is a good opportunity to review how life insurance started, and how it has evolved over the years. Did you know that the concept of shared...
by James Bush | Aug 26, 2024 | Blog
Note: This article isn’t for investing pros, but please forward it to friends and family interested in learning more about the basics of investing. What Is Investing? The quick answer to that question is growing your money by taking calculated risks to produce...
by James Bush | Aug 26, 2024 | Blog
5 Tips for College Savings Success Saving up for your children’s college education might seem like a Herculean task, but if you start early and stick to a solid game plan, you can give your children an incredible gift of higher education. Here are some thoughts and...
