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
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Try these activities to keep your brain sharp.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator helps estimate your federal estate tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?