Viaggio Wealth Partners

Financial Fact Friday

Did you know? 32% of Americans have worked over the past year to pay down their debt.

Life Insurance Considerations for Every Stage of Life As we go through various stages of life, our insurance needs may vary significantly. Here’s a breakdown of the different stages:

Motivational Monday

“Don’t go through life, grow through life.” - Eric Butterworth

Motivational Monday

“Strive not to be a success, but rather to be of value.” - Albert Einstein

Financial Fact Friday

Did you know? In 2023, families had $450.5 billion saved for college in 529 plans, making the average 529 account balance $27,741.

The Art of Semi-Retirement: Balancing Work and Leisure in the Next Chapter of Life As you approach retirement, fully stepping away from work might seem less appealing than it did a decade or two ago. Instead, many people embrace semi-retirement to balance the need for continued income with the desire for more leisure time. Semi-retirement offers a flexible and fulfilling alternati...

Motivational Monday

“What you do makes a difference, and you have to decide what kind of difference you want to make.” - Jane Goodall

Blog | Managing a Budget - Deciding Between Wants And Needs

Budgeting is a balancing act. The secret to sustaining yourself from day to day while also working towards financial goals is building a budget that balances your needs with your wants. Check out our latest blog to learn more! https://www.viaggiowealth.com/blog

Motivational Monday

“Be less curious about people and more curious about ideas.” ― Marie Curie

Financial Fact Friday

Did you Know? The average length of a Bear Market is 14 months! Wealth

Blog | The Different Stages of Financial Freedom

Financial freedom doesn't need to be elusive—with some focused and consistent effort, you may be able to achieve financial freedom sooner than you expected. Check out the latest blog to learn about the different stages of the financial freedom journey! https://www.viaggiowealth.com/blog

Motivational Monday

“Risk comes from not knowing what you are doing.” – Warren Buffett

August Event

Given the solid performance in the stock markets this year and the fact we have a major election coming up later this year, I’m hosting two special investment presentations this month from representatives of two of the largest investment firms in the industry – MFS Funds and JP Morgan Investments.

Join us on either Wednesday, August 21st to hear from Charles Davis of MFS Funds or Thursday, August 22nd to hear from Dustin Reid of JP Morgan Investments at Eden Café in Magnolia. They will discuss various aspects of the markets and economy and how markets typically behave in various environments.

Blog | 3 Golf Tips to Keep Your Retirement Plan on Course

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life and vice versa may help you improve your game in both arenas. Check out our blog for three tips that may help you work toward success on and off the golf course! https://www.viaggiowealth.com/blog

Motivational Monday

“Don’t sit down and wait for the opportunities to come. Get up and make them.” — Madam C.J. Walker

Financial Fact Friday

"On average, U.S. inflation has been 3.8% percent per year from 1960 to 2022."

Blog | Got Investophobia? Here are 6 Steps to Overcome Your Investing Fears

Investing your money for the future might be one of the quickest ways to grow your wealth, whether saving for retirement or making a large purchase. While most people know investing is a potential way toward a more manageable financial future, some may find investing challenging and somewhat scary. Check out our latest blog to learn more! https://www.viaggiowealth.com/blog

Got Investophobia? Here are 6 Steps to Overcome Your Investing Fears | Financial Advisor | Magnolia, TX While most people know investing is a potential way toward a more manageable financial future, some may find investing challenging and somewhat scary. Here are a few simple steps from our financial advisor to help overcome your investing fears.

Motivational Monday

“It’s not the load that breaks you down, it’s the way you carry it.” — Lena Horne

Motivational Monday

"Surround yourself with only people who are going to lift you higher" - Oprah Winfrey

Blog | Tips to Shape up Your Fiscal Fitness this Summer

Check out our latest blog: Tips to Shape up Your Fiscal Fitness this Summer https://www.viaggiowealth.com/blog/tips-shape-your-fiscal-fitness-summer

Motivational Monday

"There is no greater joy nor greater reward than to make a fundamental difference in someone's life." - Mary Rose McGeady

Financial Fact Friday

Just 1-in-10 (11%) report they are living their definition of financial freedom, according to a new survey by achieve"

Blog | The 5 Elements of Financial Wellness

Check out our latest blog: The 5 Elements of Financial Wellness! https://www.viaggiowealth.com/blog/5-elements-financial-wellness

Motivational Monday

"Every risk is worth taking as long as it's for a good cause and contributes to a good life" - Richard Branson

Blog | Generational Wealth and the Gift of Financial Freedom

Check out our latest blog: Generational Wealth and the Gift of Financial Freedom https://www.viaggiowealth.com/blog/generational-wealth-and-gift-financial-freedom

Motivational Monday

"I have chosen to Be happy because it is good for my health" - Voltaire

Financial Fact Friday

"Americans Typically eat 150 million hot dogs on Independence Day "enough to stretch from D.C. to L.A. more than five times" according to the National Hot Dog and Sausage Council"

Independence Day

We wish everyone a happy Independence Day!

Blog | Finances and Fireworks

Check out our latest blog: Finances and Fireworks 5 Strategies to Help Preserve and Celebrate Your Financial Freedom! https://www.viaggiowealth.com/blog

Financial Plans & Services | Contact Viaggio Wealth TX We provide financial retirement planning, insurance & wealth management services near you, helping you with informed investment decisions. Contact now.

Motivational Monday

"Dreams are the Foundation of America" - Lupita Nyong'o