Although Uncle Sam loves to collect his share of taxes on everything from income to gains on your...
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.
Mortgage or No Mortgage – The $64,000 Question
Brian Tillotson
March 1, 2021
Written by Brian Tillotson and Karen Spence This is one of the most debated and asked topics from our clients. . . .
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Tax Season: Important Dates, Deadlines & Figures
Virtus Wealth Management
February 24, 2021
It’s hard to believe that tax season is here already. In an effort to help our clients be prepared, we . . .
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What to Consider Before Retiring
Charles R. Elhoff, Jr
February 15, 2021
Retirement planning is a big aspect of financial planning. However, the job of a financial advisor extends beyond assessing and . . .
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Our Top 5 Reasons to Open a Roth IRA
Virtus Wealth Management
February 8, 2021
In this ever-changing world, finding a flexible investment retirement option can be challenging. But there is one retirement plan beloved . . .
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The Conservative Catch-22
Brian Tillotson
February 2, 2021
I was meeting with a client the other day and we were discussing expectations. This couple is fairly risk averse . . .
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Our Top 5 Reasons To Open a SEP IRA (Simplified Employee Pension)
Virtus Wealth Management
February 1, 2021
Do you know what I’m tired of hearing? I’m tired of hearing about how hard it is for small business . . .
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Giving is Good For You… Really!
Charles R. Elhoff, Jr
February 1, 2021
Giving is powerful! When you give to others, research shows you are more likely to reduce your stress levels, improve . . .
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What I’ve learned about Assisted Living … from Experience!!!
Karen Spence
January 29, 2021
Last year my parents decided to move from their home in Plano of 40 years to an Assisted Living Facility . . .
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Setting up Company Sponsored 401(k) plan
Virtus Wealth Management
January 25, 2021
The Complete and Simple Guide Job seekers evaluate the benefits and disadvantages of different job opportunities in what has become . . .
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The Best Money Quotes
Brian Tillotson
January 20, 2021
There are certain situations or times in our lives in which a good quote can perfectly explain how we feel . . .
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