Virtuous Financial Group, LLC.

(919) 355-2789

May 11, 2018

Virtue # 5 – April Showers, Bring May Flowers!

My family and I relocated to North Carolina from Texas almost a year and a half ago, so for the past two years, my friends and I have attended Women’s Empowerment which is held in April annually at PNC Arena in Raleigh. This event brings women from all walks of life to hear their favorite […]

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March 29, 2018

Are You Withholding Too Much?

Tax time is nearing its end and of course many Americans will get a refund, but some will not. But is that what you should do? This year, taxpayers have until April 17th to file their 2017 taxes.

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February 1, 2018

Virtue #4 – I made a Mistake!

A few years ago, when I purchased my certified-used car, I was not very pleased that I was having to get “another car payment” because I had been car payment free for a few years and should have been saving for the rainy day when I would need to get another car. I thought my car would last forever, but after being rear-ended and my car totaled, I was back at square one.

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December 6, 2017

Virtue #3 – What is Stock?

Prospective client meetings have brought up the question many times “What is stock?”, so let’s address that question now. Stock is equity or ownership in a company.

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October 13, 2017

Virtue #2 – Saving Coins at Annual Enrollment

The season is here when we are surrounded by festivals, pumpkins, leaves changing colors on the trees, and more candy than I wish to talk about. I usually don’t allow my kids to eat their candy that they collect, because I want to save the pieces I like for myself. Today, I will share some “financial” […]

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September 17, 2017

More Virtue #1

If you are following me on social media through LinkedIN or Facebook, have read my blog and are receiving my newsletter, you should have a pretty good idea about options to save for your child’s college, car, home, or whatever you want to gift your child or children with. Savings Summary Here are a few […]

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August 20, 2017

Virtue #1 What’s the 411 on 529s?

I was asked about moving 529s the other day and I wanted to address that here. What is the 529? has a wealth of information on this topic, but specifically describes it as an education savings plan operated by a state or educational institution designed to help families set aside funds for future college […]

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August 15, 2017

A Virtuous “Launch” Date

Ready, Set, Go The moment that I have waited for is here! Tomorrow, Wednesday, August 16, 2017, Virtuous Financial Group will start accepting new clients in Texas and North Carolina. I am so excited about getting this show on the road! Virtuous Financial Group is a woman-owned business that empowers women with “Virtues”. “Virtue” by […]

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