The Emotional Impact of Sudden Wealth and How Financial Coaching Can Help
Since sudden wealth often comes with a huge life change such as a death, a divorce settlement, or the sale of a business it can be an extremely emotional experience. […]
Espresso Shots – Is It a Good Idea to Refinance Your Mortgage
With mortgage rates reaching all-time lows, more and more are considering the option to refinance their homes. But there are many factors to weigh when deciding to refinance. In […]
Top Strategies for Investing Settlement Money
Investing settlement money is a great way to boost your portfolio and work towards your long-term financial goals. What you do with this money is important and can have a […]
How to Leverage Our Appearance in a Virtual World [Trade Secrets]
How did you manage your appearance after the pandemic forced us all inside and working from home? Did you retreat to sweatpants? If you did, it’s okay, you’re not […]
Guide to Sudden Wealth and Taxes from Wealth Advisors in Northern Virginia
Finding yourself in a situation where you have newly, suddenly come into wealth, can present you with many tax implications. Before you spend any of your newfound cash, speak to […]
Espresso Shots – 5 Tips for Retiring Early
Do you know how much money you need to retire early? In our latest Espresso Shot, our own Eric Ashburn, CFP® Partner & Private Wealth Advisor, and Cecile Hult, CFP®, CDFA® […]
Exit Strategies for Entrepreneurs from a Financial Advisor Washington DC
Exit strategies aren’t just for investors. Entrepreneurs need an exit strategy as well. Having an exit strategy in place gives you control over the future of your small business. How […]
Coffee & Conversation – Smart Investing: A State-of-the-Market Deep Dive
During “Smart Investing: A State-of-the-Market Deep Dive”, we took an expansive look at the current capital market with Joe Gallemore, Partner and Investment Management & Research Analyst for Argent
Financial Planners for Small Businesses Northern Virginia
Some people question whether small business owners need the support of financial planners. The answer is yes, they do. Most small business owners do not have plans in place for […]
Featured Presentation – How to Communicate with Your Ex
In our last Done with Divorce, Certified Divorce Coach®, attorney, and mediator Cherie Morrison, joined us to share “How to Communicate with Your Ex: How to Say What You […]
