The Real Value: A financial blog on what really matters in life

by William Slover – AIF®, CRPC®, CWS®, Assistant Vice President

William “Bill” Slover has lived in Brevard County, Florida since 1981 and brought 26 years of experience with him when he joined the Allen & Company team.

As an Accredited Investment Fiduciary®, Chartered Retirement Planning Counselor®, and Certified Wealth Strategist™, Bill knows what it’s like to deal with life’s ups and downs from the very beginning to the end.

From his decades of experience serving the Florida community, both professionally and personally, Bill knows a bit about what really matters in life. While hidden benefits both financial and emotional are certainly there, The Real Value of compassion and giving back to society is beyond measure.

His story is told through personal anecdotes of human kindness, understanding, and discovery. Read More About Bill

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7 essential components for your retirement checklist

Creating and reviewing a retirement checklist can help ensure your savings and investments stay on track! Whether you’re nearing retirement or have many years to go, here are some helpful tips. Determine your retirement income needs Take time to review what you spend now. As monthly expenses can vary significantly from month to month, many people […]

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Recent college admissions scandals bring skills gap into focus

Recent headlines about parents who allegedly bought their kids’ way into college has been the topic of many conversations. It is unsettling to think that anyone – especially a parent – would think that a piece of paper from a prestigious university would have greater value than a true education. Not to mention their child’s […]

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The meaning of “dreaming small”

In March, I addressed preparing for retirement, but not from a financial stand point. Rather, I wrote about addressing what one might do to prepare for retirement mentally and physically. I created a checklist for finding purpose and meaning in retirement, including engaging socially, finding new interests, learning new things, and maintaining your exercise and […]

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Understanding dividends

Stock dividends are important — but not all are created equal. It’s essential to remember that the percent your stock is paying is something to be aware of, but paints only a small part of the picture. Since April is Financial Literacy Month, let’s take this opportunity to get to know dividends! As a component […]

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Purpose and meaning in retirement

So, you’re in your 50’s, 60’s, or older. What do you wanna do when you grow up? (Or, how will you find purpose and meaning in retirement?) When I was in my 40’s, I was with a friend who shared my enjoyment of music. We were and still are “weekend warrior” musicians. We were visiting […]

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