To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax...
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Retirement Income Options – Evaluate a Roth*
Karen Spence
August 17, 2018
When you retire, it’s nice to have income options, and focusing on building those income options is a sound part . . .
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Plan For Longevity
Karen Spence
July 26, 2018
In the last Virtus View (Importance of Guaranteed Income), I said, “It is critical not to under-estimate your life expectancy . . .
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Guaranteed Income Makes a Difference – Maximize Social Security
Karen Spence
June 29, 2018
When you retire, it’s nice not to worry about having enough money coming in every month to pay the bills . . .
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Control the Controllable
Karen Spence
June 15, 2018
As with all things in life, some things are in our control in retirement planning and some things are not. . . .
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Annuities Are Like Puppy Dogs
Charles R. Elhoff, Jr
May 31, 2018
A friend of mine was once asked if he sold annuities, to which he answered yes. The person asking was . . .
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Retire TO Something
Karen Spence
May 23, 2018
It’s our belief that all of us are made to have meaning and derive purpose from something. Aside from relationships, . . .
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What is a QCD?
Charles R. Elhoff, Jr
April 30, 2018
It is not a new drug for your health, but it may be beneficial to your financial health. Qualified Charitable . . .
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Medicare Premium Increases for 2018
Brian Tillotson
March 27, 2018
When I watch the news, I see plenty of coverage about how the 2017 Tax Cuts and Jobs Act will . . .
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