Viquity Asset Management

05/09/2023

Focus on what's important without clutter. Here's how.

05/02/2023

Removing the clutter can come with many rewards

04/25/2023

Discover the benefits of decluttering your finances

04/18/2023

Get effective strategies to spring clean your finances

04/06/2023

It’s OK not to know everything about taxes. But, being able to identify what you know, what you are “pretty sure” about, and what you need help with can completely change how you experience tax planning and filing. Check your knowledge with our Tax Literacy Quiz and call us at (484)394-2901 if you identify any gaps you could use some help with.

Some answers about basic tax rules could surprise you.

03/30/2023

How do you feel about taxes? More importantly, what do you KNOW about taxes? Your understanding of tax basics and intricacies can dramatically change your tax time experience — it may even change your feelings about taxes. Test your knowledge with a 7-question Tax Literacy quiz.

See what you know & don't know (& why it matters).

03/23/2023

Who should take the standard deduction? Which strategies affect how much tax you owe? Do your tax dollars REALLY keep the country running? Do you know? Test your knowledge with our Tax Literacy Quiz.

Will you get the questions about 2023 taxes right?

03/16/2023

Do you know more about taxes than the taxpayer next to you? Understanding even the basics of taxes can give you an advantage when tax season comes. Take our 2-minute quiz and test your knowledge!

Find out if you know the basics in less than 2 min.

03/13/2023

This quick video shares what you should do to prepare for the next recession

02/15/2023

Retirement laws changed suddenly

02/02/2023

How’s your retirement income confidence? If it feels a little shaky, you need these 3 “shock absorbers” that savvy investors use to ensure that they can pay their bills, maintain their buying power, and keep their desired standard of living in retirement. Read the guide now!

Discover 3 Common Income "Shock Absorber" Strategies

01/31/2023

New habits, a better you, and a fresh start. Many of us set New Year's resolutions, and most of us give up on them within the first month. Making positive life changes doesn’t have to be difficult. Learn how to leverage the fresh start effect — at New Year’s and throughout the year! — in this month’s Visual Insights Newsletter.

Learn how to leverage the fresh start effect