Independent Wealth & Financial Planners in Northern Virginia
While estate planning may be a daunting undertaking, we all know that it’s an integral part of managing and protecting your wealth for you and your family’s future. During this in-depth webinar, we were joined by Jennifer Schiffer, Shareholder of Bean, see more →
The hurdles of tax time during a divorce are heightened when dependants and custody agreements become part of the mix. We sat down with Erin Kidd, Accredited Financial Counselor & Enrolled Agent at see more →
Have you heard about revocable trusts? We spoke with Josh Headley, Estate Planning Attorney at Buchanan, Ingersoll & Rooney, about the benefits of a revocable trust to estate planning including see more →
While most people don’t like to think of it, death is an
more →Tax time is quickly approaching and if you’re going through a divorce, or you’re recently divorced, the tax process can present some confusing hurdles. We sat down with Erin Kidd, Accredited Financial see more →
While it’s great to set goals for a healthier lifestyle, it is
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The Covid-19 pandemic has only driven up the costs of nursing home
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Recently, the IRS announced that the official estate and gift tax limits
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When reviewing your financial strategy, it is always good include the topic
more →Preventable medical errors are the 3rd leading cause of death in the United States behind heart disease and cancer. We were joined by Dana Hutson, Community Educator for CampaignZERO & Board Certified Private Patient Advocate who shared her see more →
