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 […]
Money Talks: Understanding Your Money Motivations [Watch Now]
We all have money goals – they drive us to earn, save, allocate, and plan. But we all also possess money motivations – those are your feelings towards money […]
Tax and Retirement Savings by Age | Financial Planning Roadmap
Are you planning for age-related tax and retirement milestones? You should be. There are certain age-related milestones that are extremely important. In this article, we discuss several key age-related milestones […]
Espresso Shots – Financial Planning Milestones
It’s important to know the financial planning milestones that happen in your 50’s, 60’s, and 70’s. Do you know them all? There are certain dates and deadlines that could […]
Setting Smart Financial Goals and Financial Milestone Planning
Financial milestones are goals that you want to reach that are just as it says, specifically financial ones. As with any goal, it requires a plan of action. Milestone planning […]
Accelerate Your Success: Using a Business Coach for Success [Watch Now]
If you asked Oprah Winfrey, Hugh Jackman, Barack Obama, or Serena Williams who they could credit their success to, they would list a long and varied group of people. […]
What It Means to Hire a Private Investigator [Advisors on Divorce]
We were recently joined by Michael J. Russell, Private Investigator and President of Legal Investigations, Inc., who shared his insights on the intricacies of hiring a Private Investigator. Listen […]
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 […]