How to Say What You Need & Not Say What You Shouldn’t to Your Ex [Advisors on Divorce]
In one of our Done with Divorce webinars, Certified Divorce Coach®, attorney, and mediator Cherie Morrison, joined us to share “How to Communicate with Your Ex: How to Say What You […]
Investment Strategies for Small Businesses in Northern Virginia
It is common for entrepreneurs to have most of their wealth tied up in the business. While this can generate significant returns, it does have drawbacks. Diversification can help mitigate […]
Retirement Planning for Business Owners in Northern Virginia
As a small business owner, it is crucial to plan for retirement. Unfortunately, only 34% of small business owners have adequate retirement savings. Why is that? Often the best way […]
Espresso Shots – Considerations for Life Insurance with Cecile Hult, CFP®, CDFA® Partner & Private Wealth Advisor
In our latest Espresso Shot, we sat down with our very own Cecile Hult, CFP®, CDFA® Partner & Private Wealth Advisor, to discuss considerations for life insurance – ways it can […]
F-I-R-E Retirement Calculator Northern Virginia
The FIRE (Financial Independence, Retire Early) movement has become widely popular. More and more people are looking for ways to save money and take an early retirement. But how is […]
Long-Term Care: Consider Now, Benefit Later [Watch Now]
In our latest Coffee & Conversation, we tackled long-term care insurance – the best long-term care solution for your age and health, hybrid long-term care, traditional long-term care, qualified […]
Retirement Planner Northern Virginia
Studies have shown that 86% of business professionals plan to continue working after they become eligible for retirement. Whether this is due to choice or necessity, Americans are working longer. […]
Espresso Shots – Estate Tax Law Changes & Life Insurance Trusts with Adam Abramowitz, Principal, Estates, Trusts & Probate Attorney at Stein Sperling
We sat down with Adam Abramowitz, principal and estates, trusts & probate attorney at Stein Sperling, to discuss using a trust to own a life insurance policy, how changes […]
Early Retirement Packages: Pros and Cons | Washington D.C.
Thanks to the pandemic, many companies are trying to cut costs as part of a strategy to keep their business alive. These cost-cutting measures can sometimes include paring down their […]
Retirement and Divorce Northern Virginia
If your marriage is ending, you have likely wondered what will happen to your retirement savings as a result of your divorce. In short, divorce doesn’t have to derail your […]
