Well, life continues to move along for me, my family, my friends, my mom, my husband’s parents, my...
OUR BLOG
Read what our experts are sayingContact us to ask a question or request more information. Receive the latest investment advice, tips, and strategies straight to your inbox by signing up for our e-newsletter, The Virtus View, at the bottom of this page. All information is written by our staff. We do not accept guest blog posts. No sales inquiries, please.
Goal-Based Financial Planning
Karen Spence
January 16, 2023
Tell us your goals, and we’ll tell you your number. When do you want to retire? How much do you . . .
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Retirement Insights – How a financial advisor can help you prepare confidently for retirement.
Karen Spence
November 18, 2022
I ran across the chart below while reading an article about retirement plans. It quickly summarizes feedback from plan participants . . .
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College Planning – Let’s Do This (Part 2)
Karen Spence
October 26, 2022
It’s me again. Your friendly financial advisor and parent of 2 kids in college. I feel your pain and/or your . . .
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College Planning – Let’s do this! (Part 1)
Karen Spence
October 24, 2022
With a recent college graduate and 2 more kids in college, I can understand why College Planning is intimidating, overwhelming, . . .
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The Pandemic Effect – Retirement
Karen Spence
September 30, 2022
Five tips to help you rework your plans in a post-COVID world. Here we are in the post-COVID world. Well, . . .
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Tax Planning – It Makes a Difference!
Karen Spence
July 28, 2022
Does your CPA do more than your taxes? Tax planning is imperative. Doing your taxes after the fact doesn’t do . . .
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Dealing With Market Volatility
Karen Spence
July 18, 2022
There’s no question about it: markets have been volatile lately, and with ongoing inflation, rising interest rates, and geopolitical uncertainties, . . .
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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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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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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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