Bill to Establish “VirginiaSaves” Passes House of Delegates
Provided by Del. Luke Torian House Appropriations Chair Luke Torian’s House Bill 2174, establishing the VirginiaSaves…
Browsing: IRA
Is It Time to Move Money From Old Retirement Plans?
By Bennett Whitlock, CRPC®, Private Wealth Advisor Over the course of their lifetime, the average…
Five Financial Steps to Take Before the New Year
Provided by Bennett C. Whitlock III, CRPC® December is a great time to review your finances…
The Benefits of Tax Diversification in Your Retirement Plan
By Bennett C. Whitlock III, CRPC® Taxes are an often-overlooked aspect of retirement planning. While many…
4 Steps to Secure the Next Chapter of Life
Provided by Whitlock Wealth Management One challenge of living a good life is learning how to…
Five Tips: Preparing for Your new Addition to the Family
Provided by Whitlock Wealth Management If you are expecting or have recently added a child…