Who We Are
We are a Northern Virginia-based financial planning firm providing unbiased, personalized and thoughtful guidance to assist clients in achieving their financial goals.
What We Do
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
These food myths will really put a drain on your wallet.
What’s the deal with your yearly free credit report?
Good employee health can be great for the company’s bottom line.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, cracking the code on bonds.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?