J. Saunders Wiggins, CFP®, AIF®

J. Saunders Wiggins, CFP®, AIF® CEO/President

Recent Posts

November 28 2018

What You Might Have Missed - October & November 2018

  Did you go on vacation and miss reading our blog posts? Have you been swamped at the office and opened the November Investor Insights but never got a chance to read it through?  For your convenience, I've compiled links to our recently published po...

September 26 2018

What You Might Have Missed - August & September 2018

  Did you go on vacation and miss reading our blog posts? Have you been swamped at the office and opened the September Investor Insights but never got a chance to read it through?  For your convenience, I've compiled links to our recently published p...

June 27 2018

What You Might Have Missed This Month - June 2018

  Did you go on vacation during the month and miss our blog posts? Have you been swamped at the office and opened this month's Investor Insights but never got a chance to read it through?  For your convenience, I've compiled links to all our publishe...

April 25 2018

Advice for How to Get Your Financial House in Order

The recent weather reminded us that it is indeed spring and time for spring cleaning. Last week’s federal tax deadline was a reminder that as we pull our tax paperwork together, now is the perfect time to focus our spring cleaning attention to our fi...

March 21 2018

Money Conversations to Have With Your Children

Recently our son declared to his mother that she had not bought him candy when he was little.  Surprised, my wife found objection to his statement saying, “I bought you candy.”  Our son recalled going through the checkout line and not being able to e...

February 07 2018

How to Get Financially Fit in 2018

For much of January, we’re still excited about the new year and any resolutions we made. We often think about how we can exercise more or have a healthier diet. It’s also worth giving thought to how we can better manage our savings and investments. F...

January 11 2018

Best New Year's Resolution for Retirement Savings

I don’t know about you, but it’s hard for me to believe that it’s a new year already. Where did 2017 go? A client recently asked me if I could recommend one piece of advice for retirement savings in the New Year, what would it be? My overwhelming res...

May 10 2017

Tips for Virginia Dental Practice Owners to Save More in Taxes Through 401(k) Plan Design

Owning a dental practice can be very lucrative, but achieving financial success is not an easy road for dentists.

March 29 2017

Tips for Helping Manage Your Elderly Parents' Finances

In many families, there comes a time when grown children have to step in to help manage their elderly parents’ finances. This often happens when parents have lost the mental capacity to make important financial and investment decisions themselves.

January 24 2017

5 Successful 401(k) Retirement Plan Strategies

Are you aware that you may not be optimizing your 401(k) plan to its full potential? As a plan sponsor, you’ll want to examine all of the possible strategies to implement in order to reap the greatest benefits from investing in a qualified retirement...