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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There’s a link between debt and stress.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Couples may be able to head off many of the problems in a marriage that money can cause.
Marriage changes everything, including your insurance needs.
There are ways to improve your physical fitness without denting your fiscal fitness.
A collection of tips from professional travelers.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Five strategies for managing your student debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here is a quick history of the Federal Reserve and an overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you know how to set up your financial goals for success? This knight does.
All about how missing the best market days (or the worst!) might affect your portfolio.