When it comes to financial and retirement planning, young people have a unique advantage: time....
OUR BLOG
Read what our experts are sayingContact us to ask a question or request more information. Receive the latest investment advice, tips, and strategies straight to your inbox by signing up for our e-newsletter, The Virtus View, at the bottom of this page. All information is written by our staff. We do not accept guest blog posts. No sales inquiries, please.
Volatile Markets – What kind of investor are you?
Karen Spence
February 10, 2023
Well, we all agree that 2023 is not off to good start. Inflation rages on, interest rates continue to rise, . . .
Read More
Goal-Based Financial Planning
Karen Spence
January 16, 2023
Tell us your goals, and we’ll tell you your number. When do you want to retire? How much do you . . .
Read More
Retirement Insights – How a financial advisor can help you prepare confidently for retirement.
Karen Spence
November 18, 2022
I ran across the chart below while reading an article about retirement plans. It quickly summarizes feedback from plan participants . . .
Read More
College Planning – Let’s Do This (Part 2)
Karen Spence
October 26, 2022
It’s me again. Your friendly financial advisor and parent of 2 kids in college. I feel your pain and/or your . . .
Read More
College Planning – Let’s do this! (Part 1)
Karen Spence
October 24, 2022
With a recent college graduate and 2 more kids in college, I can understand why College Planning is intimidating, overwhelming, . . .
Read More
The Pandemic Effect – Retirement
Karen Spence
September 30, 2022
Five tips to help you rework your plans in a post-COVID world. Here we are in the post-COVID world. Well, . . .
Read More
Tax Planning – It Makes a Difference!
Karen Spence
July 28, 2022
Does your CPA do more than your taxes? Tax planning is imperative. Doing your taxes after the fact doesn’t do . . .
Read More
Dealing With Market Volatility
Karen Spence
July 18, 2022
There’s no question about it: markets have been volatile lately, and with ongoing inflation, rising interest rates, and geopolitical uncertainties, . . .
Read More
COVID and College Planning – Are you prepared?
Karen Spence
May 3, 2022
Well, here we are in 2022 and, sadly, COVID-19 rages on. So, what’s happening out there with college planning as . . .
Read More
Empty Nester Guide – Financial Tips (Part 2)
Karen Spence
March 11, 2022
Welcome to Part 2 of our Empty Nester Guide – Financial Tips. From my experience, these Financial Tips take longer . . .
Read More
