Julie Virta, CFP®, CFA, CTFA
Senior Financial Adviser, Vanguard
Julie Virta, CFP®, CFA, CTFA is a senior financial adviser with Vanguard Personal Advisor Services. She specializes in creating customized investment and financial planning solutions for her clients and is particularly well-versed on comprehensive wealth management and legacy planning for multi-generational families. A Boston College graduate, Virta has over 25 years of industry experience and is a member of the CFA Society of Philadelphia and Boston College Alumni Association.
Website: https://investor.vanguard.com/advice/financial-advisor/
Rising Health Care Costs and the Impact on Soon-to-Be Retirees
retirement planning
Rising Health Care Costs and the Impact on Soon-to-Be Retirees
The time to plan for your health care in retirement is years before you actually retire.
May 29, 2022
Discussing Family Legacy Plans? 5 Tips to Navigate ‘the Talk’
estate planning
Discussing Family Legacy Plans? 5 Tips to Navigate ‘the Talk’
A successful plan to pass wealth on to future generations takes effective communication delivered with a dose of sensitivity.
March 23, 2022
4 Steps to Kickstart a Financial Plan in 2022
retirement planning
4 Steps to Kickstart a Financial Plan in 2022
The new year is a great time to dot the i’s and cross the t’s on your financial plan. Here are four areas that could use your attention right now.
January 11, 2022
Tax-Efficient Tips for 2021’s Charitable Giving Season
Charity
Tax-Efficient Tips for 2021’s Charitable Giving Season
With only a few weeks left in the year, giving season is upon us. To make the most of your gift, consider one of these tax-smart strategies.
November 14, 2021
4 Reasons Families Fail When Transferring Wealth
estate planning
4 Reasons Families Fail When Transferring Wealth
Several things can go wrong when a family tries to pass its wealth down to the next generation. To keep your own wealth transfer on track, keep these …
August 29, 2021