by James Bush | Nov 25, 2024 | Vita Financial Workshop
Vita Financial Year-End Checklist As the year draws to a close, now is the perfect time to ensure your finances are on track for 2025. This is your chance to review key financial areas—from income and investments to expenses and taxes—so that you can start the...
by James Bush | Oct 29, 2024 | Vita Financial Workshop
An Important Component of Your Financial Planning Process Open Enrollment is a crucial time to review and adjust your benefits as part of your overall financial plan. It’s an opportunity to assess health insurance, retirement contributions, and other key benefits to...
by James Bush | Oct 4, 2024 | Vita Financial Workshop
Understanding the role of life insurance in your financial plan. Many of us have carefully structured plans to secure our financial future—whether through savings, investments, or real estate. However, without the appropriate protection, your assets and loved ones may...
by James Bush | Oct 3, 2024 | Vita Financial Workshop
Make your money work in harmony to improve overall financial results. Most of us have a variety of assets, including stocks, investment funds, retirement accounts, annuities, real estate, inheritances, and cash. Asset diversity makes sense, but managing that diversity...
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...
