Read what our experts are saying

April 4, 2019

10 Financial Travel Tips

My favorite thing about working at Virtus Wealth Management is the people; not only my great colleagues but also our […]
March 18, 2019

Five Myths of Investing

I’m introducing a new series today called Wealth Management Myths. The first of the series will be regarding investments. Here […]
March 4, 2019

Let Us Help You With Your Retirement Planning

Is retirement just around the corner or is it still years away? I have learned a lot over my career […]
February 22, 2019

Make Your Financial Health a Priority

Make Your Financial Health a Priority for 2019 2019 is off and running, and it’s already February. Don’t let that […]
February 13, 2019

Important Tax Law Changes

In December of 2017, Congress passed the most extensive changes to the tax code since President Reagan’s Tax Reform Act […]
February 1, 2019

Perspective Is Everything

Perspective is everything; it is shaped by your past, impacts the way you see the present and ultimately influences the […]
January 25, 2019

How to Balance Your Savings

There is a common misconception in personal finance that one can just max out their 401K and be ready for […]
November 13, 2018

Life and Disability Insurance – Really?

For over 35 years I have been licensed as an agent for Life and Health Insurance as well as a […]
November 6, 2018

A Choice – Paying for Long Term Care Insurance

Purchasing Long Term Care Insurance is a choice, plain and simple. I have found this to be somewhat gender sensitive, […]
October 31, 2018

RMD Rule Reform

When a retiree reaches age 70 ½ the IRS requires them to withdraw a percentage of their qualified (401K/IRA) retirement […]