Vita Financial Group

Vita Financial Group Working with families to help them work towards their Retirement and Life Insurance Goals. Vita F Equal Opportunity Employer – M/F/D/V.

NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIP

C (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Vita Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License #4408712

Where do you begin when buying a home? This article has some pointers.
06/17/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026". https://static....
06/17/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Introducing the IPO Class of 2026".https://static.fmgsuite.com/media/documents/f502ac7f-f8e2-4153-9b28-2ca3b10f5140.pdf

06/15/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/12/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's poss...
06/10/2026

Even a small bump in your 401(k) contribution could make a big difference over time. Run the numbers and see what's possible.

See how increasing your 401(k) contributions today could affect your balance at retirement.

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?". ...
06/08/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Is Bad News Already Priced into the Bond Market?".https://static.fmgsuite.com/media/documents/999887cf-1fb3-42da-a4b2-ee341d256584.pdf

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
06/08/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

06/05/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/03/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Check out LPL's monthly client letter. https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc....
06/02/2026

Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/9037693b-288d-48ae-95e7-d83b5f6603fc.pdf

Address

85 Civic Center Plz, Ste 203
Poughkeepsie, NY
12601

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