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 House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Apps that help small business owners better manage and grow their business.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Try these activities to keep your brain sharp.
Five creative (and inexpensive) ideas for motivating your employees.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Have you explored all your options when it comes to managing your taxable income?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.