Broker Check
 

EBW Blog

Thursday, December 2, 2021

USE THESE YEAR-END TAX PLANNING TIPS Everybody wants to save on their taxes. If you think tax-saving strategies are too complicated, you could be missing out on tax savings. There are a few simple tax-saving strategies available to...

 

Wednesday, December 1, 2021

COULD MEDICARE COVER YOUR HEALTHCARE COSTS Medicare is a complicated topic. It can be difficult to understand how it works and what it covers. We'll lay out what Medicare covers and hopefully take the confusion out of Medicare so you...

 

Monday, November 29, 2021

New COVID-19 Variant, Omicron, Rattles Markets New coronavirus variant discovered and considered to be a “variant of concern.” This variant potentially has ramifications to both the supply and demand sides of the global...

 

Monday, November 29, 2021

Join EBW on December 14th at 12 p.m. EST for our fourth webinar of the year: "An Eye on 2022 and Potential Tax-Law Changes Coming Out of Washington D.C." RSVP now to join Frank Kelly, Managing Director & Head Government & Public...

 

Monday, November 29, 2021

Join EBW on December 14th at 12 p.m. EST for our fourth webinar of the year: "An Eye on 2022 and Potential Tax-Law Changes Coming Out of Washington D.C." RSVP now to join Frank Kelly, Managing Director & Head Government & Public...

 

Show All

Wednesday, November 24, 2021

THE REWARDS THAT COME WITHCHARITABLE GIVING Some charitable contributions are 100% tax deductible, while others you can't deduct from your taxes. If you want to maximize your tax savings through charitable giving, it's important to...

 

Wednesday, November 17, 2021

2021 & 2022 Year-End Reminders and Limits Year Traditional & Roth Contribution Limits Traditional & Roth With Age 50+ Catch-Up* SIMPLE Contribution Limits SIMPLE With Age 50+ Catch- Up* 401(k) 403(b) Contribution Limits 401(k) 403(b)...

 

Monday, November 15, 2021

Believe it or not, there is a right way and a wrong way to obtain insurance. Whether it be life insurance, long-term care insurance, disability coverage, etc. there are certain universal things that you should and shouldn’t do....

 

Monday, November 8, 2021

Inflation is a silent tax. It’s a tax that policy makers can unleash when they spend money we don’t have. Regardless of whether it is accidental or on purpose the fact remains it can be devastating. It disproportionately...

 

Thursday, November 4, 2021

While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain. Industrial shutdowns around the world slowed production to a relative crawl, leaving...

 

Thursday, November 4, 2021

While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.1For now, it appears...

 

Thursday, November 4, 2021

ARE YOU LEAVING YOUR LOVED ONESWITH A PLAN? Creating a will may seem like something that isn't needed until you are further into retirement. However, that couldn't be further from the truth. Your spouse and children could face...

 

Friday, October 29, 2021

CHANGE YOUR BENEFICIARIES Even after your estate planning is complete, it's important to keep your beneficiaries updated and change them as necessary. Updating your beneficiaries listed throughout your estate plan can help ensure no...

 

Wednesday, October 27, 2021

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This...

 

Wednesday, October 27, 2021

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.One of the proposals would reduce the estate tax exemption to...

 

Tuesday, October 26, 2021

Join EBW at our office on December 9th from 9 a.m. - 4 p.m. for an open house to celebrate Idelis Favole's retirement! Join us on Thursday, December 9 at the EBW office in Vienna, Virginia to celebrate Idelis Favole. We will be having...

 

Thursday, October 21, 2021

Join Tally Leger for a presentation from EBW's October 7, 2021 Back to School Night. The topic is 2022: The Recovery Takes Hold. Talley Léger is a Senior Investment Strategist for the Global Thought Leadership team. In this...

 

Thursday, October 21, 2021

Join Katherine Roy of J.P. Morgan as she presents the Guide to Retirement. This was presented on October 7, 2021 at EBW's Back to School Night. Katherine Roy, CFP®, managing director, is Chief Retirement Strategist for J.P.Morgan...

 

Wednesday, October 20, 2021

Join Kristy Croushore of Fidelity as she provides an update on what's happening in Washington D.C. and the financial markets. This presentation is from October 7, 2021 at EBW's Back to School Night. Kristy Croushore is Vice President,...

 

Wednesday, October 20, 2021

When should I seek the assistance of a financial advisor? In my opinion, engaging a financial advisor is a matter of preference. There is no right time or age to seek the assistance of a financial advisor. College graduates have...

 

Thursday, October 14, 2021

LEARN ABOUT THE DIFFERENCE BETWEEN WILLS AND TRUST You may not know the difference between a will and a trust. As you're estate planning, you should know your options and the proper tools to achieve your asset distribution goals....

 

Wednesday, October 13, 2021

HSA vs PPO Open enrollment is coming up soon, and it's important to know about all your insurance plan options before deciding which one is right for you. Two options you could have are a Health Savings Account plan (HSA) and a...

 

Friday, October 1, 2021

5 WAYS TO DEFEND AGAINST IDENTITY THEFT You've probably heard about identity theft, but you may not know what it is or how to protect against it. First, let's talk about what identity theft is. Identity theft occurs when someone...

 

Thursday, September 30, 2021

We are excited to announce that our upcoming 2021 Back to School Night on October 7th will be live streamed via Zoom. Click here to signup! We want to bring this content to as many of our clients as we can, those who are not yet ready...

 

Friday, September 24, 2021

Bryan Beatty, a partner with EBW, successfully hosted his Ninth Annual Charity Golf Tournament event to benefit the Alzheimer’s Association on September 9th. The event was hosted at the Bull Run Golf Club in Haymarket, Virginia,...

 

Thursday, September 23, 2021

Join Brian Shepard, part of the OneAmerica Cares Solutions Team, for EBW's "The Great Income Gap" webinar. You can watch the presentation on-demand via our YouTube Channel. Learn about the great retirement income gap — and see...

 

Thursday, September 23, 2021

We are living in a pivotal moment of American history, and there’s one word that best sums up our hope and optimism: resiliency.It’s in this spirit that I’d like to invite you to watch the on-demand broadcast...

 

Wednesday, September 22, 2021

Floods. Wildfires. Hurricanes. What’s in Your Household Emergency Kit?September is National Emergency Preparedness month, and government and community leaders from coast to coast are encouraging Americans to take important steps...

 

Wednesday, September 22, 2021

In their latest commentary, the Cetera Investment Management Team discusses the recent stock market volatility. Throughout most of 2021, U.S. equities have risen despite a growing list of concerns. With the S&P 500...

 

Thursday, September 2, 2021

Corporate earnings season has begun, and the results are turning heads on Wall Street.Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share...

 

Thursday, September 2, 2021

If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like.In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. They made headlines...

 

Wednesday, September 1, 2021

Several Types of Insurance Changes to Consider as You Approach Retirement As you approach retirement, your financial needs and those who depend on you will likely change. This may require an update of your insurance needs as well....

 

Wednesday, August 25, 2021

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

 

Wednesday, August 18, 2021

Join EBW for our September 23rd webinar - "The Great Income Gap." RSVP now to join Brian Shepard, part of the OneAmerica Cares Solutions Team, on September 23rd at 12 p.m. EST for EBW's "The Great Income Gap" webinar. Learn about the...

 

Thursday, August 12, 2021

Several Types of Insurance Changes to Consider as You Approach Retirement As you approach retirement, your financial needs and those who depend on you will likely change. This may require an update of your insurance needs as well....

 

Thursday, August 12, 2021

A recent Fox News Poll from June 23rd showed that 83% of respondents were worried about inflation. It was a bipartisan concern, as both Republican and Democrat's expressed overwhelming worry about inflation, registering in at 88% for...

 

Friday, August 6, 2021

Who Should Consider A High Deductible Health Plan? What is a High Deductible Health Plan?A High Deductible Health Plan (HDHP) is a government Marketplace health plan with an annual deductible of at least $1,400 for an individual or $2...

 

Thursday, August 5, 2021

We are living in a pivotal moment of American history, and there’s one word that best sums up our hope and optimism: resiliency.It’s in this spirit that I’d like to invite you and your family to join me IN THE ROOM...

 

Thursday, August 5, 2021

Which documents should you keep?And which ones can you shred? Everyone is guilty of holding on to documents for too long. Whether you feel like it has real value, or you're keeping it for fear of needing it, this can create quite a...

 

Thursday, July 29, 2021

Leave a Lasting LegacyUse Your Life Insurance to Help You’ve worked hard your whole life to create a legacy you are proud of. But your legacy doesn’t have to stop when you pass on. There are ways for your legacy to live on...

 

Thursday, July 29, 2021

Save the Date! The Return of an In-Person Back To School Night! Please Join Us On October 7, 2021 to Celebrate Egan, Berger & Weiner's Back to School Night! Back To School Night Cocktails, Food, Education & Fun THURSDAY, OCTOBER 7,...

 

Monday, July 26, 2021

How Can Grandparents Help Fund Education Costs for Their Grandchildren? The 529 Plan Explained We’re often asked how grandparents can help fund education costs for their grandchildren. We all know that education costs are rising...

 

Thursday, July 22, 2021

Turning 65 means you’re now eligible to receive Medicare benefits. But sorting through the Medicare alphabet can be challenging. How do you get started and what do you need to know before you enroll? The first step is to visit...

 

Thursday, July 22, 2021

Feel like your finances have more control over you than you have over them? Or like you're in a financial hole and just keep sinking? There are ways to take back control of your spending and regain control of your finances.Explore...

 

Wednesday, July 21, 2021

Your next loan could have more favorable terms. In a world that's moving away from cash and becoming more dependent on credit, you've likely heard financial institutions talk about the importance of credit scores. Whether it was in...

 

Wednesday, July 21, 2021

Americans are living longer than ever and that, of course, means they need more and more retirement savings. According to the CDC, we’re living to age 78.6 on average.1 That’s a lot of candles on the cake.Using...

 

Tuesday, July 13, 2021

Keep Growing After Your Career is Over Reap the benefits of learning. You worked hard in your career. You put in the necessary years to get your job done and felt fulfilled in doing so. And now you’re retired and are interested...

 

Friday, July 9, 2021

1. Tax-Free WithdrawalsMoney that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want to...

 

Thursday, July 8, 2021

Try these 5 strategies to gain financial health. Being financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of creating positive habits to improve the health of...

 

Thursday, July 8, 2021

A simple explanation of how your Social Security benefits are calculated How Much Will I Get From Social Security?Social Security benefits are based on your lifetime earnings. Earnings are reported to Social Security through a W-2...

 

Thursday, June 24, 2021

At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed raised its inflation expectation to 3.4%,...

 

Thursday, June 24, 2021

Over Memorial Day weekend, gasoline prices hit the highest for this holiday weekend since 2014.1With the Colonial Pipeline outage in the rear-view mirror and an ever-increasing number of adults vaccinated, formerly cooped-up motorists...

 

Monday, June 21, 2021

As I searched my mind for a topic for this article I happened to be listening to the radio and then VOILA it comes to me. As this older millennial was streaming songs from The Weekend & Ariana Grande (ok, you maybe it was an episode of...

 

Tuesday, April 13, 2021

You may have noticed that the interest rates have begun to rise as the world begins a return to normal following more than a year long battle with Covid-19. Much of the rise has occurred in the last three months since the Biden...

 

Wednesday, March 17, 2021

JOIN US IN THE FIGHT AGAINST ALZHEIMER'S! Bryan Beatty is hosting his Eighth Annual Charity Golf Tournament event to benefit the Alzheimer’s Association. This event will be hosted at Reston National Golf Course on Friday,...

 

Tuesday, March 16, 2021

Longstanding retirement account rules underwent several substantial updates with the 2019 Setting Every Community Up for Retirement Enhancement (SECURE) Act. One of the major changes was the replacement of the “Stretch”...

 

Wednesday, March 10, 2021

With all the refinance advertisements and offers in the marketplace today, you may be wondering if refinancing your mortgage is the right decision. There are several benefits to a refinance, but the positives should be carefully...

 

Thursday, February 18, 2021

I will start this article with an issue that more and more of my life-experienced clients are pondering (life-experienced sounds way better than older as this older millennial {age 55 is a millennial right?} is finding out): What do I...

 

Wednesday, January 20, 2021

The Disparity Between Growth and Value 2020 is a historic year for many reasons: The worst pandemic since the late 1960’s (Hong Kong Flu[1]); the fastest development of a vaccine to combat the Coronavirus; the fastest 30 percent...

 

Sunday, January 17, 2021

Developing a Successful Debt Repayment Strategy Many Americans struggle with paying down their high interest debt, from student loans to personal loans and credit cards. Everyone seems to have different advice when it comes to the best...

 

Friday, January 15, 2021

It’s the New Year and we all have our resolutions. Many of you plan on losing weight, getting into better shape and some of you plan on improving your financial situation. Financial planners are often asked, what is one thing I should

 

Friday, January 15, 2021

As a financial advisor, I am often asked the question “Should I be making Roth contributions?” and “What is the difference between a Roth IRA and Traditional IRA?” Most people have heard of Roth IRAs and many of...

 

Friday, January 15, 2021

How to Protect Yourself From Identity Theft Identity theft and data breaches are becoming much more common and affect millions of people. The recent data breach of Capital One servers in March exposed the personal information of about...

 

Tuesday, January 12, 2021

In everyday life, you seek to live in a way that adheres to your own personal and social values, so why shouldn’t your investment strategy follow the same rules? The rise of sustainable investing is offering more choices for...

 

Monday, January 11, 2021

It’s getting to be that time of year again. No not the holidays. It is tax season right around the corner. Congress has been unable to get reform passed so far this year and though it may still happen it will not be retroactive...

 

Tuesday, October 27, 2020

2020 may go down as the year of the jigsaw puzzle. I hadn’t done a jigsaw puzzle in years and then comes COVID! All of a sudden, I have rediscovered my love of doing jigsaw puzzles and lucky for me, I do because who knew that...

 

Thursday, October 8, 2020

The 59th quadrennial presidential election coming up November 3rd, 2020, has many pondering how the outcome may affect their investments. When it comes to the stock market, unless you have a crystal ball, trying to speculate the market...

 

Wednesday, August 19, 2020

Markets Don’t Care Whether You Like Who Is President 2020 Election Commentary By Howard Pressman, CFP® As summer winds down and we head into fall, one would be forgiven for being a bit apprehensive. I mean, what else does...

 

Thursday, June 18, 2020

The SECURE Act which became law on December 20, 2019 eliminated a popular estate planning technique for many individuals. The new law enjoyed a rarity in Washington, bi-partisan support and was passed without much haggling (in DC there...

 

Tuesday, May 5, 2020

As we find ourselves in the middle of the Coronavirus/Covid-19 shutdown, people are feeling an urgency to do estate planning. During times of crisis people allow themselves to see possible realities they could not see otherwise. What...

 

Tuesday, March 17, 2020

Uncertainty is scary. And today we are certainly living in uncertain times. It’s understandable that watching markets and account values decline with no known end is causing considerable pain. You worked hard for your nest egg...

 

Wednesday, March 11, 2020

For a short time while growing up, my family owned a boat. As often happens in small boats, the waves and wakes from larger vessels cause the boat to rock up and down, sometimes quite violently. On one particularly bad occasion a storm...

 

Monday, March 9, 2020

The Fear of Pandemic It will likely be a few more weeks before we have a clearer understanding of the full economic impact from the corona virus. There will be a reduction in the earnings per share forecasts and it will be widely...

 

Friday, January 17, 2020

Valuations Are Slightly Elevated The current economic expansion is in its 11th year and doesn’t appear to be ending just yet. Inflation remains sanguine and there does not appear to be any asset bubbles. The FED reversed course...

 

Friday, January 17, 2020

By January 2019, many so-called experts had already written the economic expansion’s epitaph. Even those who hadn’t gone so far as to predict its demise had clearly written off 2019. Some had solid reasoning for doing so...

 

Thursday, December 5, 2019

As Will Rogers said, “A vision, without a plan, is just a hallucination.” In other words, goals are important to establish and necessary to spell out in detail in order to reach them or they will remain an illusion. Goal...

 

Monday, November 4, 2019

Your credit score can be a very impactful number. It directly influences the lending rate a bank may offer to you. To many, their credit score remains a bit of a mystery and it can be frustrating if its just not quite high enough to...

 

Wednesday, September 18, 2019

“There are two ways not to suffer from poverty. The first is to acquire more wealth. The second is to limit your requirements. The first is not always within our power, but the second is always in our power.” – Leo...

 

Friday, September 6, 2019

Turning 65 might seem like another birthday, but it is arguably the most important date In Medicare. For most of us, our 65th birthday is the first time you can apply for Medicare benefits and avoid penalties, delays in benefits and...

 

Wednesday, August 28, 2019

EBW Pre-Medicare Checklist You are on the verge of turning 65 and are worried about all the aspects of enrolling in Medicare. Don’t worry, the financial advisors at Egan, Berger & Weiner have you covered. Courtesy of John Norce,...

 

Thursday, August 15, 2019

EBW Checklist for Your Child/Grandchild Going to College So, you are on the verge of retirement: congratulations! You’ve worked hard, saved, sacrificed, and now are prepared to finally retire and move on to the next chapter of...

 

Wednesday, July 31, 2019

EBW Checklist for Your Child/Grandchild Going to College Congratulations on your recent graduation from high school or to the family member who just finished their K-12 journey and will now be getting ready for their first year at...

 

Wednesday, July 17, 2019

Policy Uncertainty Grows As has become the norm unfortunately the Trump administration is not predictable when measured against recent history in it’s approach on many issue be they foreign or domestic. This has caused a...

 

Friday, June 14, 2019

One of the hardest decisions a young person can make is deciding what career path to take. For some, it seems very easy. This lucky group has known exactly what occupation they wanted to pursue since they were nine years old....

 

Thursday, April 11, 2019

For more than a century, the U.S. stock market has endured wars, recessions, assassinations, bubbles, and busts.[1] History shows staying invested through periods of volatility has rewarded long-term investors. [2] Yet behavioral...

 

Tuesday, April 2, 2019

This coming September, Egan Berger & Weiner partner Bryan Beatty will host his 8th Annual Golf Tournament benefiting the Alzheimer's Association. During the time he's hosted the event, Beatty has helped raise more than $25,000 for the...

 

Sunday, March 31, 2019

According to a recent Transamerica Retirement Survey of Workers we have a wobbly retirement stool and that unstable stool is illustrated by widespread unsettledness among workers: 61% of workers have not fully recovered from

 

Monday, March 25, 2019

Aging can be a challenging process. There are many decisions to be made: where will you live? how will you make use of your time? how will you pay for all this? As the process of aging continues, the concerns may shift towards health...

 

Wednesday, March 13, 2019

I am sure you have heard of the adage pay yourself first. No, well you should. Especially if you would like to lower your student loan payments. Did you know that you could lower your monthly payments on your student loans by saving...

 

Thursday, February 14, 2019

Recently my wife and I were blessed with our first child. A happy, healthy boy named Tommy. Even before he was born, I began to worry about the burgeoning costs for college, and what this might mean for his opportunities in life. My...

 

Thursday, January 17, 2019

This is not what I thought I would be writing this year. I mean, 2018 wasn’t supposed to be this way – all the experts said so. I was gathering balloons and confetti, preparing to celebrate another strong year. We were...

 

Thursday, January 17, 2019

Summary View ▪ Strong U.S. economic fundamentals include jobs, confidence, corporate profits, and stable inflation. ▪ Consumers, businesses, and the government all contributing to driving domestic growth. ▪ Fiscal policy giving a boost...

 

Wednesday, January 2, 2019

​Whether you’re watching the nightly news or browsing online, it’s hard to escape the popular topic about baby boomers and America’s shifting demographics.The nation’s aging population — specifically peop

 

Wednesday, December 19, 2018

Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources of retirement income you’ll have and how

 

Saturday, October 27, 2018

Ah, the joys of aging.From having to ask my kids for help with the computer to needing help to get up off the driveway after I fall (none too gracefully) while playing basketball—at 50, life is an adventure.Still, I cannot think of an

 

Friday, October 26, 2018

Millions of individuals marry every year where they promise to "love, honor and cherish each other for better or worse, for richer or poorer…till death us do part." Yet, one of the top challenges marriages face are financ

 

Thursday, August 23, 2018

Back to School Sale! How to help your kids develop a healthy relationship with money By Howard R. Pressman, CFP® “Back to School Sale!” I still recall how those four soul-crushing words would send shivers up my spine....

 

Monday, July 30, 2018

Are you thinking about moving to another state? What personal finance considerations should you consider? Be sure you’ve given thought to:What’s the best way to handle switching bank accounts?When should one roll over a 401k?How

 

Sunday, July 29, 2018

It is never too early or too late to start creating your financial plan. As Mark Twain said “The secret to getting ahead is getting started.” By creating your retirement plan you can take control of designing your fu

 

Friday, July 27, 2018

Many of our clients will end up relocating in retirement. Some of them will move locally and others will leave the state.There are many important factors to consider before making a move.Below are do’s and don’ts to help you dec

 

Thursday, July 12, 2018

American women face a complex challenge when it comes to securing retirement income that will last a lifetime.The reason often has to do with life spans increasing and women outliving the men in their lives.As I explained in my article

 

Monday, July 9, 2018

Money problems are cited as one of the top reasons why couples get a divorce. As I wrote in my earlier blog, cultivating a solid financial relationship with a loved one is essential in living out the “for richer or poorer” part of the vows.

 

Saturday, July 7, 2018

I have been a financial advisor/planner for over 27 years and I have posed and heard that question many times myself. Financial planners have more experience and knowledge about investing money and ensuring that money you saved will last yo

 

Thursday, July 5, 2018

No matter where you turn these days, you can’t escape the debate between those who believe there is inflation, and those who claim there isn’t. So which is it? That depends on whom you talk to, and how they define inflation.Watc

 

Monday, June 11, 2018

I recently came across a Washington Post story which followed the lives of several former McDonnell Douglas employees who did not receive the pensions they were promised. After working at the company for an average of 20 years, these...

 

Tuesday, May 15, 2018

No matter what generation of workforce you’re in - Baby Boomer, Gen-Xers or Millennials - when it comes to retirement all three want to ensure they will not run out of money before they run out of life! However, each generation...

 

Thursday, May 10, 2018

According to the College Board, the average annual cost of attending a four-year college in 2020 will be $46,368 — a 38 percent increase compared to today’s fees.So how does an American family successfully address the challenges

 

Thursday, July 13, 2017

For the last few years the term fiduciary has been flying around the investment community and in the financial press. I am sure you have heard it mentioned on some level or to some degree. But, I don’t know if you truly know what it m

 

Monday, June 19, 2017

A 401(k) plan is a great way to save for retirement, but sometimes, despite our best planning efforts life happens and you need access to your money. 401(k) plans are retirement savings vehicles and by design, you are discouraged from using

 

Monday, June 19, 2017

As the month of May concludes, it also marks the close of Disability Awareness month. Yes, I am aware that 99.99% of you had no idea that May was a Disability Income Insurance Awareness month and that only insurance geeks like me did. Howev

 

Saturday, April 8, 2017

Have you recently changed jobs or retired from your current employer? You may be wondering what you should do with your old employer retirement plan. Former employees typically have four options for their old 401(K) or other employer r

 

Monday, March 20, 2017

I am sad. As my two favorite F seasons both recently came to a conclusion. The NFL concluded its season in spectacular fashion with the NFL’s version of the “Evil Empire” winning yet another Super Bowl ring and Misters Bra

 

Wednesday, February 8, 2017

My parents grew up in the generation where a great deal of mothers stayed home and raised the children and managed the household. My father worked for 45 years as a letter carrier and odd jobs for extra money along the way. It worked. They

 

Monday, December 5, 2016

Many people of my age or older, will instantly associate that famous line of Who’s On First with the comedy routine of Abbott and Costello. Abbott intentionally confuses and ultimately, infuriates poor Costello throughout the en

 

Wednesday, November 16, 2016

This is not what I expected to be writing about for this blog post. I had an entire piece written about the effects of declining cognition on financial decision-making, an important topic I hope to share more about in a future. But for toda

 

Sunday, October 16, 2016

As most of you already know, after 30 years in the financial planning profession, I have decided to retire. I was a bit worried to find out if the saying “Doctors make the worst patients” would apply to me, now that I hav

 

Friday, July 1, 2016

Have your records been breached? If so, that panic you feel should lead to you take action.Here’s what to do:1. Monitor Your Credit. It is essential to check for new accounts that have been opened, and to see if any charges have

 

Wednesday, May 11, 2016

Many people living in the DC area plan to retire elsewhere in the country.Most folks weren’t born here (a true native such as myself is as rare a sighting as Bigfoot), and people often relocate here for their careers but don’t h