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
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Tips on insuring your teen driver.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.