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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.
Retirement Planning is Different for Women
Karen Spence
September 26, 2019
Watch Out Girls … Retirement Triple Threat!!! Calling all women! You face a retirement triple threat, and it’s not the . . .
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Paying for College
Karen Spence
August 20, 2019
Paying for College … All or Nothing!?! Talk to your advisor. Graduations are such an exciting time that can bring . . .
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Your Life Connected
Karen Spence
May 1, 2019
If there's one thing that's constant in life, it's change. There are "seasons" of life just like "seasons" of the . . .
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Make Your Financial Health a Priority
Karen Spence
February 21, 2019
Make Your Financial Health a Priority for 2019 2019 is off and running, and it's already February. Don't let that . . .
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Sequence of Returns – It Matters
Karen Spence
September 16, 2018
Relying on averages can be dangerous. Brian's dad had a saying, "You can drown in a river that averages 3 . . .
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For the Youngsters – Use Time to Your Advantage
Karen Spence
September 6, 2018
You are never too young to start saving for your future. The time value of money cannot be under-estimated. Einstein . . .
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Retirement Income Options – Evaluate a Roth*
Karen Spence
August 17, 2018
When you retire, it’s nice to have income options, and focusing on building those income options is a sound part . . .
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Plan For Longevity
Karen Spence
July 26, 2018
In the last Virtus View (Importance of Guaranteed Income), I said, “It is critical not to under-estimate your life expectancy . . .
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Guaranteed Income Makes a Difference – Maximize Social Security
Karen Spence
June 29, 2018
When you retire, it’s nice not to worry about having enough money coming in every month to pay the bills . . .
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Control the Controllable
Karen Spence
June 15, 2018
As with all things in life, some things are in our control in retirement planning and some things are not. . . .
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