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
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Beware of these traps that could upend your retirement.
Even if you’re young and single, you should still consider protecting yourself.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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
Pundits say a lot of things about the markets. Let's see if you can keep up.
A bucket plan can help you be better prepared for a comfortable 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.
The market is as unpredictable as the weather. We’d love to help you prepare.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are hundreds of ETFs available. Should you invest in them?