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
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Do your insurance needs stay the same when the nest empties?
Read this overview to learn how financial advisors are compensated.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
That big list of dreams and goals isn't the only way to look at your bucket list.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a quick guide to checking to see if you have unclaimed money.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
What if instead of buying that vacation home, you invested the money?