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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Espresso Shots – Major Medical Expenses & Tax Deductions with Erin Kidd, Accredited Financial Counselor & Enrolled Agent
Tax time is fast approaching and if you incurred a fair amount of medical expenses in 2020, you might be wondering your options for taking deductions on the amount […]
