Insurance

Bucket List and Lifetime Financial Goals

2025-04-24T13:39:06-07:00

A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position their money?1 One approach is to [...]

Bucket List and Lifetime Financial Goals2025-04-24T13:39:06-07:00

Brief Guide to Condo Insurance

2025-04-24T12:04:02-07:00

A Brief Guide To Condo Insurance The ownership structure of a condominium unit is different from that of a single family house. Here’s what you need to know when purchasing insurance for your condo.1 1. Understand the Master Policy Since the ownership of all common areas is shared with other condo owners, the association of [...]

Brief Guide to Condo Insurance2025-04-24T12:04:02-07:00

Financial Tip: Review All Your Insurance Policies Annually to Protect Your Assets

2024-05-08T13:55:48-07:00

Check Off Your Insurance Check-Up: An Insurance Coverage Checklist Insurance is one of the most crucial components of financial well-being, even though you may not necessarily receive an actual payout from a policy. Many things in life are especially valuable, such as your time, your health, your home, and even your life. Insurance can [...]

Financial Tip: Review All Your Insurance Policies Annually to Protect Your Assets2024-05-08T13:55:48-07:00

Certified Financial Planner Adds to Virtue Team

2024-02-22T15:33:13-08:00

Welcome Ross Allen, Certified Financial Planner (CFP) Plan Manager, LPL Financial In his role as Plan Manager at LPL Financial, Ross supports Virtue Wealth Management where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Ross partners with advisors to deliver financial planning support by [...]

Certified Financial Planner Adds to Virtue Team2024-02-22T15:33:13-08:00

Keep Your Money Safe With These Online Shopping Security Tips

2023-03-20T17:26:50-07:00

Online Scams are Growing The 2022 holiday gift season is now in the rear-view mirror. If you’re like many other people, chances are you did a good amount of shopping online. After all, online shopping can be easy and fun. But unfortunately, there are many scammers who want to steal your identity and money. [...]

Keep Your Money Safe With These Online Shopping Security Tips2023-03-20T17:26:50-07:00

Financial Planning – Get the Big Picture for You and Your Family

2022-12-14T11:44:26-08:00

Financial Planning - The Big Picture for You and Your Family Do you picture yourself owning a new home...starting a business... or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag. That's where financial planning comes in. Financial planning is [...]

Financial Planning – Get the Big Picture for You and Your Family2022-12-14T11:44:26-08:00

Saving college funds for children

2022-11-03T08:16:24-07:00

As college costs are expected to continue climbing, let me help you plan for your child's education expenses. Life insurance can be vital in helping you save college funds for your children. Whether you're there or not. I’ll help you determine how much you’ll need for your child’s education fund.  Here are some benefits of [...]

Saving college funds for children2022-11-03T08:16:24-07:00
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