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 […]
Espresso Shots – Special Needs Trusts with Elizabeth Gray, Elder & Special Needs Law Attorney
Special needs trusts can be a useful and lifesaving option to caring for a loved one with special needs. In our latest Espresso Shot, Cecile Hult, CFP®, CDFA® Partners […]
Financial Issues in Divorce Virginia
Divorce is often a devastating process. Even the most amicable divorces can cause financial hardship and strain. Financial issues which arise in divorce can make the process even more stressful […]
Espresso Shots – Filing Jointly While Separated & Tax Liabilities with Erin Kidd, Accredited Financial Counselor & Enrolled Agent
When partners decide to file their taxes jointly amidst or post-divorce, it can present a myriad of tricky scenarios. We sat down with Erin Kidd, Accredited Financial Counselor & Enrolled […]