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
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Five phases to changing unhealthy behaviors.
Five creative (and inexpensive) ideas for motivating your employees.
What’s the deal with your yearly free credit report?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
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.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
There are a few things to consider when buying or leasing your next vehicle.