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
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Try these activities to keep your brain sharp.
Retirees traveling abroad need to know that their health insurance travels with them.
Six overlooked tax deductions to help manage your tax bill.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
At what point can you call a personal vehicle commercial?
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a crash course on saving for college.