COVID and College Planning – Are you prepared?
Karen Spence
May 3, 2022
Well, here we are in 2022 and, sadly, COVID-19 rages on. So, what’s happening out there with college planning as . . .
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Should You Own Bonds? (Part 2)
Brian Tillotson
May 2, 2022
As stated in Part 1 of this article, it depends. Same answer as before! In Part 1 of this series, . . .
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Disclosures Disclosures Disclosures! Who Broke The Code?
Charles R. Elhoff, Jr
April 25, 2022
We individuals, including me, are inundated with disclosures from various financial institutions, including from my own firm. The disclosures are . . .
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Should You Own Bonds? (Part 1)
Brian Tillotson
April 25, 2022
Depends. How is that for an answer? It is important to understand the big picture and to not get caught . . .
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SALARIES, COMMISSIONS, FEES…WHY?
Charles R. Elhoff, Jr
April 1, 2022
So much is written and advertised about compensation in all industries. At the bottom of all these discussions is the . . .
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WHAT NOW? 3 Occasions When Your Income Stops
Charles R. Elhoff, Jr
March 16, 2022
We all go about our merry ways, but I suggest we need to be cognizant that our income can stop, . . .
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Empty Nester Guide – Financial Tips (Part 2)
Karen Spence
March 11, 2022
Welcome to Part 2 of our Empty Nester Guide – Financial Tips. From my experience, these Financial Tips take longer . . .
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Tax Season: Important Dates, Deadlines & Figures
Virtus Wealth Management
March 3, 2022
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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SECURE Act – Legacy Planning
Karen Spence
February 28, 2022
Did you know that one of the changes in the SECURE Act should be considered in your legacy planning??? Well . . .
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Empty Nester Guide – It’s happening … Now what???
Karen Spence
February 24, 2022
Well, you made it! You are an empty nester. Is it time to celebrate or cry or a little bit . . .
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