Below I will share some thoughts for consideration. One needs to ask if college is really going to...
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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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Your Financial Review – Three Areas To Be Addressed
Charles R. Elhoff, Jr
November 1, 2022
A financial review should not be just about the performance of one’s portfolio. I know, that is all we really . . .
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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 . . .
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Human Understanding
Charles R. Elhoff, Jr
October 26, 2022
As financial advisors and wealth managers, one might expect a preoccupation with money. But financial planning is a people business, . . .
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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, . . .
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Finding a Financial Advisor for Mothers Impacted by The Pandemic
Virtus Wealth Management
October 20, 2022
The COVID-19 pandemic had an unprecedented impact on lives around the globe. Billions of people were affected in different ways, . . .
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Financial Planning Advice for Managing an Inheritance Brought on By the Pandemic
Virtus Wealth Management
September 30, 2022
The ongoing COVID-19 pandemic has impacted almost everyone to some degree. For some individuals, the loss of loved ones may . . .
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Five Traits of Wealthy People Do You Have The Traits of The Wealthy?
Brian Tillotson
September 30, 2022
Maybe you are already wealthy or maybe you are on your way. Maybe you are concerned about your financial future, . . .
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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, . . .
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