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
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Emerging Market Opportunities
What are your options for investing in emerging markets?
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Marriage changes everything, including your insurance needs.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Military families face unique challenges, making personal finance even more critical.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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 compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
What if instead of buying that vacation home, you invested the money?
Do you know how to set up your financial goals for success? This knight does.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.