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
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Marriage changes everything, including your insurance needs.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Smart investors take the time to separate emotion from fact.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.