How 2022 Tax Changes Impact You
The IRS recently announced the 2022 tax changes. This annual inflation adjustment means new tax-rate schedules, tax tables, and cost-of-living adjustments for several tax breaks. Here’s a quick overview of the 2022 […]
How a Charity Financial Advisor Helps Your Charitable Giving
Financial advisors can do much more than just help you grow your portfolio. A charity financial advisor can help you improve your charitable giving. Philanthropy seems simple, but a charity […]
Understanding Net Unrealized Appreciation (NUA) Distributions
Understanding NUA distributions is important and can give your retirement plans a boost. So, let’s look at how NUA distributions work and how you can take advantage of them. NUA […]
Strategizing with a Financial Advisor in Northern Virginia Before a Required Distribution
Required distributions are part of IRS rules but there are ways to use this to your advantage. Strategizing with a financial advisor in Northern Virginia before required distribution begins is […]
Strategies to Save for a College Education | College Planning Financial Advisor
Saving for a college education is on most to-do lists. Whether you are saving for your children or your grandchildren, choosing the right kind of savings account is important. While […]
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 […]
Life Insurance Planning Virginia
If the coronavirus pandemic has shown us anything, it’s how financially fragile we are. With so many people seeing first-hand how quickly life circumstances can change, we have been reminded […]
Importance of Financial Advisors to Small Business Growth
When it comes to running a business, time is money. Small business owners rarely have time to spare. This can result in the neglect of a wide variety of financial […]
Why Schedule a Virtual Consult With Your Wealth Manager
A virtual consult with a wealth manager uses various technological tools to conduct a real-time meeting remotely. Rather than traveling to your wealth manager’s office and taking time off from […]
4 Smart Money Moves to Make During the Coronavirus Outbreak
The coronavirus outbreak has disrupted nearly every aspect of our daily lives and caused a great deal of concern and uncertainty about the future. This is especially when it comes to finances, […]