Independent Wealth & Financial Planners in Northern Virginia
Communication with your ex-spouse can be challenging. There are hard feelings, they know exactly how to push your buttons – it’s not always the easiest. On our latest, Done with Divorce Online Workshop, we were joined by Cherie Morris, JD, CDC®, see more →
When passing on a significant inheritance, it’s always important to be cognizant of the tax implications you’re putting on your heiresses. We have one strategy for lowering that tax burden. Watch the video to find out how!
Leveraging a Roth Conversion can be an invaluable tool to maximize your retirement assets, but it’s not necessarily the best strategy for everyone. So how do you know if a Roth Conversion would be a good consideration for your retirement planning?
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During our last Coffee & Conversation, we put our private wealth advisors, Cecile Hult and Dianne Nolin, in the hot seats and they shared their insights on using your advisor to help negotiate your employee benefits and explored available options. In this see more →
Watch the replay of this special edition Coffee & Conversation where we put our private wealth advisors on a panel where they shared their insights on using your advisor to help negotiate your employee benefits. They covered what benefits you can see more →
Medicare benefits start to come into play when someone turns 65. But, there are many reasons why someone might lose or relinquishes their current coverage (including unemployment, early retirement, divorce, from employee to self-employed etc.) see more →
Knowing the finer details of a home loan or when to refinance your home can be challenging enough on its own. Add the complexity of a divorce and it can be confusing. We had a quick chat with Scott Silverstein, Mortgage Consultant at Caliber see more →
When exploring insurance options with our clients, we commonly cover umbrella liability policies. But what are they? What are the benefits? How can you leverage them to help manage your wealth? We sat see more →
