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Read what our experts are saying

July 26, 2018

Plan For Longevity

By Karen Spence, CRPC® Wealth Manager   In the last Virtus View (Importance of Guaranteed Income), I said, “It is critical not […]
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 […]