Larson Wealth Management

08/17/2026

Annuities come in all shapes and sizes, and can often be fairly complicated.

Are they a wise vehicle for your resources, or can they be too good to be true?

Below, Seth Showalter shares a real-life story when a $20,000 sign-on bonus wasn't enough during the 2008 recession.

Are annuities a "guaranteed" win for your retirement, or are the hi...

07/16/2026

Congratulations to Les Helmuth and the Shenandoah Valley Bach Festival for a fantastic last 2 years!

Giving Magazine - Issue No. 19 - July 2026Cover Story: How the Shenandoah Valley Bach Festival Reinvented Itself

07/13/2026

"Give your children enough so that they can do anything, but not so much that they can do nothing."

This famous quote from Warren Buffett is the perfect starting point for a conversation many families find themselves having: How and when should we pass wealth down to our kids or grandkids?

It’s natural to want to support your family, but navigating generational giving can be both emotional and complex. In our latest video, Dave Larson shares some practical strategies for finding the right balance; including the psychological dangers of routine annual gifts, the benefit of "keeping them guessing" to build genuine gratitude, and why waiting until you are 90 to leave an inheritance might mean your kids miss out when they need the help most.

If you are trying to figure out how to support the people you care about check out the video below!

👇 Watch the full video here:
https://youtu.be/FxBFH_GazBw?si=cZp2oZvzT7Lsqs87

07/09/2026

Is your business ready to function without you?

Have you targeted exactly what your end goal looks like?

Have you taken the time to look past the immediate fires that need putting out?

The hardest part of owning a great business may not be building it. It may be planning for what happens after you step aside and allow the next generation to take the reins.

Read our latest blog on succession planning by clicking the link below:

05/18/2026

We are very excited to have Deb Sheffer in our space beginning on Friday June 5th at 5:00pm for the LWM First Fridays with Deb Sheffer: Virginia Views Oil Paintings event!

05/15/2026

Instead of asking "Am I spending too much?" it may be worth asking something different:

"Does my plan account for how retirement changes over time?"

Check out our blog on dynamic retirement planning:

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.It sounds reasonable. But research suggests that's not how retirement actually works — and planning around that assumption may create more anxiety than it prevents.

04/16/2026

We will not be hosting our monthly Retirement Series in Elkton next Thursday as our team will be serving at and attending the Rotary District 7570 Conference here in Harrisonburg April 23-26.

We are especially looking forward to hearing from David Beasley, former Executive Director of the World Food Programme, during the joint keynote with Rocco Forum Friday afternoon on the 24th at Atlantic Union Bank Center - James Madison University

Join us at District Conference by registering here:
https://www.rotary7570conference.com/

Your club thrives when its leaders are inspired. Join us April 23-26 to hear from world-class speakers like David Beasley and Ramesh Ferris. Early bird pricing ends March 15.

Register Today: http://d7570.org/dc2

03/16/2026

Our team is excited for the 2026 Valley Business Keynote!

🚀 Speaker Announcement: Eric Termuende at VBK 2026! 🚀

We are excited to announce that Eric Termuende will take the stage at Valley Business Keynote 2026.

Eric is the Co Founder of NoW of Work, author of Rethink Work, and an award winning speaker known for his research on leadership, workplace culture, and the future of work. His work explores what sets the world’s top performing teams apart and how organizations can build resilient, forward thinking workplaces.

Eric has advised leading brands including Amazon, Coca Cola, IBM, Zoom, and Toyota, helping leaders navigate change and build cultures where people and performance thrive. His insights have been featured in Forbes, Fast Company, and Inc., and he has been recognized as one of American Express’s Top 100 Emerging Innovators.

Join us on Thursday, July 30, 2026 at the Forbes Center for the Performing Arts for the Shenandoah Valley’s premier business and leadership event.

A huge thank you to Bank of the James and Eastern Mennonite University, our Speaker Sponsors, and to the Forbes Center for the Performing Arts, our Venue Partner.

Valley Business Keynote is brought to you by Jenzabar.