Category: Archvest in the News
Cloud-Based From the Beginning
Timothy Welsh | Advent.com | Sep 18th, 2020
Category: Archvest in the News
In 2014, Eric Lai and John Wenzel founded Archvest Wealth Advisors® after both working for independent RIAs. Through a financial planning lens, they provide …
Financial Self Defense: Archvest Knowledge Base
John Wenzel | Archvest Wealth Advisors | Feb 3rd, 2016
Category: Archvest in the News
When speaking with a financial planner or investment professional not only is it important to know the right questions to ask, but it is also critical to know the …
Social Security Restricted Application: Archvest Knowledge Base
John Wenzel | Archvest Wealth Advisors | Dec 3rd, 2015
Category: Archvest in the News
When reviewing retirement plans, as part of the process we review the best way to maximize pension payments received. In this video I discuss a Social Security Optimization …
Social Security Strategies Revisited: Archvest Knowledge Base
John Wenzel | Archvest Wealth Advisors | Dec 2nd, 2015
Category: Archvest in the News
As part of the 2015 budget legislation, the two main Social Security strategies known as File-And-Suspend and Restricted application were substantially altered. …
Questions to Ask an Advisor: Archvest Knowledge Base
John Wenzel | Archvest Wealth Advisors | Nov 4th, 2015
Category: Archvest in the News
When it comes to selecting an advisor or financial planner to work with, it can be a bit overwhelming. In our video we describe some key questions to ask when speaking …
