For our retired and pre-retirees, I wanted to share some insights to the cost of healthcare in the...
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Why Having A Financial Advisor Helps
Karen Spence
May 27, 2024
Behavioral Finance, that’s why! There are two types of investors: rational and irrational. Which one are you? The odds are . . .
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The Benefits of Being Proactive with Decisions On Aging
Karen Spence
May 20, 2024
Well, life continues to move along for me, my family, my friends, my mom, my husband’s parents, my friends’ parents, . . .
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Saving vs. Investing
Karen Spence
April 22, 2024
Saving versus Investing. What’s the difference? Did you know that the typical person spends more time planning for vacation than . . .
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CDs … All The Rage?
Karen Spence
March 12, 2024
Policy tightening from the Fed pushed yields on cash-like instruments to their most attractive levels in over a decade. With . . .
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Which Political Party is Better for Investors?
Karen Spence
March 11, 2024
Welcome to the 2024 election year. Let the fun, drama, bob and weave begin! Game on! One of the biggest . . .
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10 Reasons to Partner with Virtus Wealth Management
Karen Spence
January 11, 2024
1. We are purposeful. We have a clear mission to serve our clients and help them pursue their goals. We . . .
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The Power of Social Security Planning
Karen Spence
April 25, 2023
If you understand it, Social Security can be a powerful part of your retirement plan. At Virtus Wealth Management, we . . .
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SECURE Act 2.0 – What is it and how does it affect you!?!?
Karen Spence
March 14, 2023
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is Washington policy makers direct response to the lack of . . .
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Retirement Income – Why The Bucket Strategy Is Important
Karen Spence
February 17, 2023
Here at Virtus Wealth Management, we often talk to our clients about building multiple buckets in their portfolio to facilitate . . .
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