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
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Helpful Content
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
How Income Taxes Work
A quick look at how federal income taxes work.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Doubling Your Money
This calculator demonstrates the power of compound interest.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Markets React
When markets shift, experienced investors stick to their strategy.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this hopeful, animated video.