Philanthropic Wealth Advisor | How to Use RMD Funds for Qualified Charitable Distributions
Planning for your financial future means deciding what to do with RMD funds. The required minimum distributions can be used for several things. One popular option is to use RMD […]
Espresso Shots – Umbrella Liability Insurance
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 […]
The Emotional Impact of Sudden Wealth and How Financial Coaching Can Help
Since sudden wealth often comes with a huge life change such as a death, a divorce settlement, or the sale of a business it can be an extremely emotional experience. […]
Guide to Sudden Wealth and Taxes from Wealth Advisors in Northern Virginia
Finding yourself in a situation where you have newly, suddenly come into wealth, can present you with many tax implications. Before you spend any of your newfound cash, speak to […]
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
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 […]
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 […]
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 […]
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 […]