By now, many Americans have felt the economic fallout from COVID-19 in one way or another. The...
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.
Let Us Help You With Your Retirement Planning
Charles R. Elhoff, Jr
March 4, 2019
Is retirement just around the corner or is it still years away? I have learned a lot over my career . . .
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Make Your Financial Health a Priority
Karen Spence
February 21, 2019
Make Your Financial Health a Priority for 2019 2019 is off and running, and it's already February. Don't let that . . .
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Important Tax Law Changes
Virtus Wealth Management
February 13, 2019
In December of 2017, Congress passed the most extensive changes to the tax code since President Reagan’s Tax Reform Act . . .
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Perspective Is Everything
Virtus Wealth Management
February 1, 2019
Perspective is everything; it is shaped by your past, impacts the way you see the present and ultimately influences the . . .
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How to Balance Your Savings
Virtus Wealth Management
January 25, 2019
There is a common misconception in personal finance that one can just max out their 401K and be ready for . . .
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Life and Disability Insurance – Really?
Charles R. Elhoff, Jr
November 13, 2018
For over 35 years I have been licensed as an agent for Life and Health Insurance as well as a . . .
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A Choice – Paying for Long Term Care Insurance
Charles R. Elhoff, Jr
November 6, 2018
Purchasing Long Term Care Insurance is a choice, plain and simple. I have found this to be somewhat gender sensitive, . . .
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RMD Rule Reform
Virtus Wealth Management
October 31, 2018
When a retiree reaches age 70 ½ the IRS requires them to withdraw a percentage of their qualified (401K/IRA) retirement . . .
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Sequence of Returns – It Matters
Karen Spence
September 16, 2018
Relying on averages can be dangerous. Brian's dad had a saying, "You can drown in a river that averages 3 . . .
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For the Youngsters – Use Time to Your Advantage
Karen Spence
September 6, 2018
You are never too young to start saving for your future. The time value of money cannot be under-estimated. Einstein . . .
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