The Best Money Quotes
Brian Tillotson
January 20, 2021
There are certain situations or times in our lives in which a good quote can perfectly explain how we feel . . .
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Prevent Disaster With An Estate Planning Checklist
Virtus Wealth Management
January 18, 2021
Did you know that if you do your estate planning incorrectly your estate could be destroyed from taxes inflicted on . . .
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Our Best Tips for Saving Money When You are Older
Virtus Wealth Management
January 11, 2021
According to Northwestern Mutual, 21% of Americans have no savings for retirement. The Government Accountability Office (GAO) states around 29% . . .
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Understanding IRA’s for Robust Retirement Planning
Virtus Wealth Management
January 4, 2021
Individual retirement accounts, also called IRA’s, are a great retirement planning tool when you understand how they work. IRA’s are . . .
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What Should You do if You Inherit Money?
Virtus Wealth Management
December 28, 2020
Saying goodbye to a loved one is a very trying time, but one we all must endure at one time . . .
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Understanding Financial Risk Management: Are You at Risk?
Virtus Wealth Management
December 21, 2020
We live in an unpredictable world. On a day to day, you never know when tragedy or disaster can strike, . . .
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It’s Time to Understand the Roth 401k Rollover 5-Year rule
Virtus Wealth Management
December 14, 2020
Have you decided to save for retirement? Or maybe your employer started a retirement account for you with an employer . . .
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December – Focus on Relationships
Karen Spence
December 10, 2020
We are approaching the end of 2020 (Yay!) and it’s time to prepare for 2021 by using the month of . . .
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November – Making a Difference
Karen Spence
November 5, 2020
As many of you know, I grew up as an age-group swimmer and continued to swim in college at the . . .
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What Is The S&P 500 Index and Why Is Everyone Talking About It?
Brian Tillotson
November 1, 2020
“I found that if you have a goal, you might not reach it. But if you don't have one, then . . .
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