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
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 […]Read More
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 […]Read More
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 […]Read More
Tax time already? Preparing for your 2018 return
In 2017, Congress passed the Tax Cuts and Jobs Act. This act made changes that will likely affect how you (or your tax preparer) handles your 2018 income tax return. Key points to note about the Tax Cuts and Jobs Act The standard deduction is higher. For 2018, the deduction goes to $12,000 for a […]Read More
A PSA on PSA
As a Certified Wealth Strategist (CWS®) I continuously deal with numbers. In this month’s blog, I’m going to talk about numbers that can save a life: specifically, what PSA means. If you’re a man — or you know one — please take time to read this. What is PSA (Prostate Specific Antigen)? Once each year […]Read More