Vita Insights
Whether you’re building wealth, planning for retirement, or exploring investment opportunities, our expert insights will guide you through every step of your financial journey. Visit often to stay informed with educational articles and updates.
Types of Life Insurance Explained
Life Insurance: A Personalized Tool, Not One-Size-Fits-All At Vita, risk management is woven into our DNA. Our previous affiliations with prominent...
The History of Insurance
From Roman Risk Pools to Modern Algorithms: The History of Life Insurance Since September is Life Insurance Awareness Month, this is a good...
Investing 101
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....
Top 5 College Savings Tips
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...
Vita Market Update: Strategic Insights and Opportunities Amidst Global Volatility
On the morning of August 6th, the Vita Investment Committee convened to analyze the recent market movements triggered by the Bank of Japan's...
What Is a Fiduciary?
The term “fiduciary” is significant to financial planning, as not all financial advisors must follow that advanced standard of care. Understanding...
Unlocking Financial Insights with eMoney
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...
Financial Planner vs. Financial Advisor
Is there a difference between the role of a financial planner and a financial advisor? I'm often asked this question by clients, prospective...
