Changing Jobs & Your Retirement Planning
When it comes to changing jobs, many people are hesitant because they aren’t sure what will happen to their retirement plan. There are several options available, so let’s talk about […]
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 – 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® […]
Retirement Planning for Business Owners in Northern Virginia
As a small business owner, it is crucial to plan for retirement. Unfortunately, only 34% of small business owners have adequate retirement savings. Why is that? Often the best way […]
F-I-R-E Retirement Calculator Northern Virginia
The FIRE (Financial Independence, Retire Early) movement has become widely popular. More and more people are looking for ways to save money and take an early retirement. But how is […]
Retirement Planner Northern Virginia
Studies have shown that 86% of business professionals plan to continue working after they become eligible for retirement. Whether this is due to choice or necessity, Americans are working longer. […]
Early Retirement Packages: Pros and Cons | Washington D.C.
Thanks to the pandemic, many companies are trying to cut costs as part of a strategy to keep their business alive. These cost-cutting measures can sometimes include paring down their […]
Long Term Care Insurance Advisors Virginia
The Covid-19 pandemic has only driven up the costs of nursing home and at-home health care services. According to the Cost of Care survey, the cost of a private room […]
Required Minimum Distributions and the CARES Act Planning
Earlier this year the CARES Act suspended the required minimum distributions (RMD) from retirement plans. You will want to adjust your financial planning decisions based on how the CARES Act […]
Converting a 401K to a Roth IRA
Are you thinking of converting a 401K to a Roth IRA? Make sure you understand the rules and tax consequences before you make the change. Converting There are various rollover […]
