- Bill Millar
It’s not just money - it’s Life
Wealth management necessarily requires a focus on investments and cashflows – these are the building blocks necessary to assemble a successful retirement. But a key challenge for
- Bill Millar
Navigating Healthcare Gaps in Retirement
The bad news: a combination of rising healthcare costs plus people living longer in retirement increases the risks of a medical event bankrupting one’s resources.
- Bobby L. Hickman
More Americans Planning to Retire Early
The number of Americans who want to retire early has grown in recent years as more people plan to stop working by age 55. Thirty-eight percent of Americans under age 54 (who also
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Aug 30, 04:43 am
It’s not just money - it’s Life
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Aug 30, 01:22 am
Navigating Healthcare Gaps in Retirement
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Jul 04, 10:15 am
More Americans Planning to Retire Early
- Joe Innace
More to Retirement Than Choosing a Community
Nowadays, retirees can choose from about 5,000 55-and-over communities in the U.S., according to SeniorLiving.org. Still, such age-restricted communities — often offering
- Bobby L. Hickman
Retirement Literacy Remains Low
Retirement literacy – understanding how to successfully plan for a financially secure retirement – remains low despite helpful information available to guide the growing number of
- Bobby L. Hickman
Financial Planning For All
Advisors are often divided over the question of whether to set client minimums. Some prefer to focus on clients with higher levels of investable assets to ensure they generate enough revenue to support their practice.
Alzheimer’s and other dementias will cost the nation $355 billion in 2021, the Chicago-based Alzheimer’s Association estimates. For sure, the financial ramifications of providing long-term care can be staggering for individuals afflicted
- Bobby L. Hickman
Retirement Planning Becomes More Difficult
Retirement planning had already become more challenging in recent years before the COVID-19 pandemic upended the global economy and panicked investors.
- Bobby L. Hickman
Frequent contact = Satisfied clients
Financial advisors who engage with clients on a regular basis can reap greater benefits through more highly satisfied customers who perceive additional value through the professional relationship.
- Bobby L. Hickman
Making a Good Advisor-Client Match
Establishing a solid personal relationship in which financial advisors and their clients are comfortable working together provides the foundation for a successful, long-term relationship.
- Joe Innace
Growing a Practice Through M&A
After eight months of record-breaking activity in the registered investment advisor (RIA) market, deal-making cooled off slightly in February 2021, according to the latest
- Bobby L. Hickman
Planning Ahead for a Secure Retirement
Many people nearing retirement age do not understand basic retirement planning concepts, potentially preventing them from enjoying the lifestyle they desire during their golden years.
- Joe Innace
Fulfilling Retirement Dreams
At a time when financial service providers are scrambling for business almost anywhere, RVA Wealth Management’s local focus and community spirit is by design –
- Joe Innace
THE 'PERSONAL' CFO
The role of a chief financial officer (CFO), usually the third-highest position in a company, is no longer confined to the boardroom. Fact is, individuals — especially those who run their
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