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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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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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 […]

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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 […]

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Your New Year financial checklist

Before 2018 comes to a close, it’s a good time to run through a financial checklist before the New Year. There are several reasons this will help any financial profile, including covering events such as birthdays or marriages, or less fortunate but still real events such as deaths and divorce. All are cause for a financial […]

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Market volatility… is the bull market over?

With the recent market volatility we’re experiencing, I thought it might help to look beyond emotions and hype. You may remember the phrase by James Carville back in 1992: “it’s the economy, stupid.” Perhaps we should also think “it’s earnings, stupid” and “it’s revenue, stupid!” Understanding these concepts can help put things into perspective. The […]

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