Below I will share some thoughts for consideration. One needs to ask if college is really going to...
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Tax Season: Important Dates, Deadlines & Figures
Virtus Wealth Management
February 10, 2023
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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Life Insurance At Every Stage Of Life
Charles R. Elhoff, Jr
February 7, 2023
Life Insurance is an important part of financial planning and not something to be overlooked. Take a look at the . . .
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Urgent News Regarding Your Pension
Brian Tillotson
January 27, 2023
Many Americans are learning a very tough lesson in regards to how pensions work due to the inflation pressures we . . .
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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 . . .
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Money Is Not Math & Math Is Not Money
Charles R. Elhoff, Jr
January 2, 2023
Yes, money has numbers on it but, money is not math. Math is an accurate science while money is a . . .
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10 Mistakes You May Be Making
Brian Tillotson
November 28, 2022
Now that the markets and economy has stabilized and estate sizes may have changed, as well as the fact that . . .
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Financial Planning During Covid – What You Need to Know
Virtus Wealth Management
November 22, 2022
By now, many Americans have felt the economic fallout from COVID-19 in one way or another. The pandemic has left . . .
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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 . . .
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Four Tax Strategies To Have In Place Before Retiring
Charles R. Elhoff, Jr
November 12, 2022
To somewhat alleviate and help one overcome the “surprises” in retirement, let me suggest 4 tax strategies to have in . . .
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Three Ways To Charge As An Advisor Don’t Fall for Marketing Gimmicks from Financial Advisors
Brian Tillotson
November 7, 2022
Our industry is full of marketing gimmicks and misleading representations by wealth management firms. One way they do this is . . .
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