OUR BLOG

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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 […]