Read what our experts are saying

May 1, 2019

Your Life Connected

If there’s one thing that’s constant in life, it’s change. There are “seasons” of life just like “seasons” of the […]
February 22, 2019

Make Your Financial Health a Priority

Make Your Financial Health a Priority for 2019 2019 is off and running, and it’s already February. Don’t let that […]
September 16, 2018

Sequence of Returns – It Matters

Relying on averages can be dangerous. Brian’s dad had a saying, “You can drown in a river that averages 3 […]
September 6, 2018

For the Youngsters – Use Time to Your Advantage

By Karen Spence, CRPC® Wealth Manager You are never too young to start saving for your future. The time value […]
August 17, 2018

Retirement Income Options – Evaluate a Roth*

By Karen Spence, CRPC® Wealth Manager   When you retire, it’s nice to have income options, and focusing on building those income […]
July 26, 2018

Plan For Longevity

By Karen Spence, CRPC® Wealth Manager   In the last Virtus View (Importance of Guaranteed Income), I said, “It is critical not […]
June 29, 2018

Guaranteed Income Makes a Difference – Maximize Social Security

By Karen Spence, CRPC® Wealth Manager   When you retire, it’s nice not to worry about having enough money coming in every […]
June 15, 2018

Control the Controllable

By Karen Spence, CRPC® Wealth Manager   As with all things in life, some things are in our control in retirement planning […]
May 23, 2018

Retirement TO Something

By Karen Spence, CRPC® Wealth Manager It’s our belief that all of us are made to have meaning and derive purpose from […]
February 23, 2018

When Will I Get My Tax Documents

By Karen Spence, CRPC® Chartered Retirement Planning CounselorSM It’s hard to believe that tax season is here already. In an […]