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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
It sounds simple, but paying yourself first can really pay off.
What kind of auto insurance should you have? Do you know?
Retirees traveling abroad need to know that their health insurance travels with them.
Knowing the rules may help you decide when to start benefits.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Real Estate Investment Trusts right for your portfolio?
You’ve made investments your whole life. Work with us to help make the most of them.
Taking your Social Security benefits at the right time may help maximize your benefit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.