
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We at Viera Insurance Professionals LLC hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation and insurance needs. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Your Business: Could You Benefit from a Roth Conversion in 2020?
This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
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Survivor Benefits Provide a Financial Lifeline
Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.