Viceroy Wealth Counsel proactively serves our clients with discipline, and consistency,
by offering customized financial counsel, in an overly noisy investment world.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Building wealth requires protection from the forces of wealth destruction.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Around the country, attitudes about retirement are shifting.