Read what our experts are saying

June 12, 2019

Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

Rising health care costs have never been greater. In 2017, estimated health care expenses for retirees had risen to over […]
May 14, 2019

7 Financial Lessons from Game of Thrones

The cultural phenomenon that is HBO’s Game of Thrones, a show of political scheming, heroic battles, and of course, dragons […]
May 10, 2019

Five Things I Wish I Knew Before I Started My Own Business

In honor of Small Business Week, I have been asked to write down some thoughts on my journey as a […]
May 7, 2019

Five Common Issues Business Owners Can Overcome!

Business Owners, We Can Help! Not only have business owners been a large part of my clientele throughout my career […]
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 […]
April 4, 2019

10 Financial Travel Tips

My favorite thing about working at Virtus Wealth Management is the people; not only my great colleagues but also our […]
March 18, 2019

Five Myths of Investing

I’m introducing a new series today called Wealth Management Myths. The first of the series will be regarding investments. Here […]
March 4, 2019

Let Us Help You With Your Retirement Planning

Is retirement just around the corner or is it still years away? I have learned a lot over my career […]
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 […]
February 13, 2019

Important Tax Law Changes

In December of 2017, Congress passed the most extensive changes to the tax code since President Reagan’s Tax Reform Act […]