Viceroy Wealth Counsel proactively serves our clients with discipline, and consistency,
by offering customized financial counsel, in an overly noisy investment world.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Earnings season can move markets. What is it and why is it important?
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Life insurance proceeds are generally tax-free. But not in all cases.
Understanding how capital gains are taxed may help you refine your investment strategies.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Bucket lists don’t have to be for tomorrow.
Do you have causes that you want to support with donations?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.