Year-End Charitable Planning: Could a Donor-Advised Fund Be Right for You?
As the end of the year approaches, many individuals and families begin thinking about charitable planning and whether there are opportunities to make their contributions more meaningful and tax-efficient. For […]
401(k) Options After Divorce: Understanding Rollovers and Roth Conversions
Divorce can bring significant changes to your financial life, particularly when it comes to retirement planning. As assets are divided and financial priorities shift, understanding what to do with your […]
Finding a Financial Advisor After Divorce: Guidance for Women with Complex Financial Lives
Finalizing a divorce settlement can bring a sense of relief, but it often marks the beginning of a new set of financial decisions. For women in Washington, DC and Northern […]
[Cup of Joe] What It Means to Lead the Investment Committee at Argent Bridge
Bringing ideas to the table Naturally, a central part of the role is being a source of ideas. That means bringing new investment strategies to the table, sharing research and […]
Questions to Ask When Meeting with a Financial Advisor in Vienna, VA
Choosing a financial advisor in Vienna, VA is about more than finding someone to manage your investments. The right advisor should help you make informed decisions, evaluate opportunities, and feel […]
Financial Empowerment for High-Net-Worth Women Navigating Divorce
Reclaiming Control, Protecting Wealth, and Designing the Next Chapter Divorce is rarely just emotional. For high-net-worth women, it is also structural, strategic, and profoundly financial. Assets are layered. Compensation may […]
[Money Moves with Maggie] Planning Finances as a Couple
This month, Maggie is joined by her fiancé, Enzo, to share the most important money conversations couples should have when planning a future together. They cover topics like merging finances, setting shared goals, and how open dialogue can create a stronger financial foundation before or just after marriage.
Finding Financial Wellness in the Midst of Divorce
National Financial Wellness Month invites us to talk about money beyond bank balances, investment accounts, and net worth. True financial wellness is bigger than numbers. It’s about how money supports the life you want to live, not just how much of it you accumulate.
The Hidden Value Inside Your Tax Return
A strong financial plan requires more than investment advice. It requires a complete understanding of a client’s financial life, including one of the most underused tools in the planning process: the annual tax return.
[Money Moves with Maggie] How to Talk About Legacy Without the Awkwardness
This month on Money Moves with Maggie, we’re talking about legacy planning and how to start the conversation with your parents without making it awkward or uncomfortable. These conversations matter, but knowing how to open the door can make all the difference.