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
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When to start? Should I continue to work? How can I maximize my benefit?
Do you have an estate strategy? You should.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
There’s an alarming difference between perception and reality for current and future retirees.