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?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Simple steps may help you foil hackers and protect your privacy.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Even if you’re young and single, you should still consider protecting yourself.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, cracking the code on bonds.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
Investors seeking world investments can choose between global and international funds. What's the difference?
How do the markets usually react to elections? Was the 2016 election any different?