Independent Wealth & Financial Planners in Northern Virginia
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 see more →
Some people question whether small business owners need the support of financial
more →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 Need and Not Say What You Shouldn’t”. In her presentation,
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 be used, what it can cover, what to see more →
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 funds, and more. Watch “Long- Term Care: Consider Now,
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 in estate law may affect the policy, finding see more →
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 you paid. In one of our latest Espresso see more →
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 & Private Wealth Advisor at Argent see more →
Divorce is often a devastating process. Even the most amicable divorces can
more →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 Agent at Thompson see more →
