
Protect Yourself from AI Fraud
As you navigate the digital landscape, it is important to be aware of the evolving fraud risks posed by Artificial Intelligence (AI). Scammers embrace AI
As you navigate the digital landscape, it is important to be aware of the evolving fraud risks posed by Artificial Intelligence (AI). Scammers embrace AI
When can you access your savings without a penalty? When should you enroll in Medicare? At what age is it best to collect Social Security?
The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning.
Retirement is an exciting phase of life, offering seniors the opportunity to explore new interests, travel, and spend more time with loved ones. However, it
When we hear the term “gratitude,” most of us think of living a happier and more fulfilling life. We think of slowing down, being mindful,
Over the next two decades, more than 84 trillion dollars will change hands in what has become known as the “great wealth transfer.” More than
There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum distributions (RMDs) from your tax-deferred
An increase in assets doesn’t come with an increase in financial acumen. Financial Literacy Month is a great time for us all to expand our
Financial advisors and planners help you manage your investments and work toward your financial goals, such as estate and retirement planning. In return for their
Plott and French is a boutique wealth management firm located in Radford, Virginia and serving clients throughout Southwest Virginia and the rest of the country. Our business is focused on a consultative process, working with exceptional clients to deliver comprehensive solutions to all of their wealth management needs.
We use a proven process to enhance and protect our clients’ wealth, transfer it efficiently to future generations, and to help magnify the impact of their charitable giving, if they are so inclined.
Securities and Advisory Services offered through Geneos Wealth Management, Member FINRA/SIPC.