Virginia Estate and Retirement Blog

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Tom Marshall Interviewed by NBC TV Roanoke - “Our Blue Ridge”

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Recent Blog Posts

Roth Conversion Strategies to Maximize Your Retirement Savings in 2026
Financial Planning for Glen Allen VA Residents: Essential Strategies for Local Wealth Management
Virginia Estate and Retirement Planning Advisors, Inc. Wins 2025 BEST of Richmond Award
One Big Beautiful Bill for Seniors
Big Beautiful Bill Review
How the SECURE 2.0 Act Changes Many Aspects of Retirement Planning
The Clock’s Ticking on the Tax Cuts & Jobs Act
When is the Best Time to Take Social Security? Expert Advice for Optimal Benefits

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Virginia Estate and Retirement Planning Advisors, Inc. and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by Virginia Estate and Retirement Planning Advisors, Inc., a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through Virginia Estate and Retirement Planning Group, Inc, a benefits consulting firm. Virginia Estate and Retirement Planning Advisors, Inc. and Virginia Estate and Retirement Planning Group, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the State of Virginia or where otherwise legally permitted.

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