Read what our experts are saying

June 29, 2018

Guaranteed Income Makes a Difference – Maximize Social Security

By Karen Spence, CRPC® Wealth Manager   When you retire, it’s nice not to worry about having enough money coming in every […]
June 15, 2018

Control the Controllable

By Karen Spence, CRPC® Wealth Manager   As with all things in life, some things are in our control in retirement planning […]
May 31, 2018

Annuities Are Like Puppy Dogs

By Charles R. Elhoff, Jr. CFP, ChFC, CLU Life and Health Insurance Counselor   A friend of mine was once […]
May 23, 2018

Retirement TO Something

By Karen Spence, CRPC® Wealth Manager It’s our belief that all of us are made to have meaning and derive purpose from […]
April 30, 2018

What is a QCD?

By Charles R. Elhoff, Jr.  CFP®, ChFC, CLU  Life and Health Insurance Counselor It is not a new drug for […]
April 12, 2018

We’ve Moved and More!

It is with great anticipation and pleasure we inform you that on April 6, 2018, the offices of V&E Wealth […]
March 27, 2018

Medicare Premium Increases for 2018

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM  When I watch the news, I see plenty of coverage about how […]
March 14, 2018

Volatility Can Be Your Friend

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM We often receive calls during times like early February when the market drops significantly. […]
February 28, 2018

Nobody Needs Life Insurance

Charles R. Elhoff, Jr. CFP®, ChFC, CLU Life and Health Insurance Counselor Nobody needs life insurance, that’s right, nobody needs […]
February 23, 2018

When Will I Get My Tax Documents

By Karen Spence, CRPC® Chartered Retirement Planning CounselorSM It’s hard to believe that tax season is here already. In an […]