OUR BLOG

Read what our experts are saying

February 5, 2016

Social Security Changes

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Happy 2016! We hope you are off to a great start for […]
January 14, 2016

Balancing Confidence and Volatility

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Please find in the link below a letter from Burt White, who […]
January 1, 2016

What to Expect from Virtus Views in 2016

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM There are several hot topics in the stock market and global economy […]
December 11, 2015

Open Enrollment Season

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM ‘Tis the season for family get-togethers, holiday cheer, food a plenty, and […]
September 29, 2015

A Closer Look at HSAs and FSAs

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. We are always looking for ways to save pretax dollars that can […]
September 2, 2015

Maximizing Your Social Security Benefits

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM. Social Security is one of the largest assets that retirees have today. […]
July 21, 2015

Is Your Trust Going To Cost You Thousands In Taxes?

By Brian Tillotson, CPWA® Certified Private Wealth AdvisorSM As a Certified Private Wealth Advisor who has been trained in advanced […]
June 11, 2015

Is Debt Free The Way To Be?

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Is it better to make extra payments to pay off your mortgage […]
May 19, 2015

Permanent Life Insurance: A Tax Advantaged Savings Vehicle

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Life insurance can be much more than just a death benefit, there […]
May 2, 2015

The Absolute Regarding Variable Annuities

By Brian Tillotson, CPWA® Certified Private Wealth Advisor.SM Absolutes would work great in this business if every client had the […]