Independent Wealth & Financial Planners in Northern Virginia
With mortgage rates reaching all-time lows, more and more are considering the option to refinance their homes. But there are many factors to weigh when deciding to refinance. In our latest Espresso Shot, we sat see more →
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® Partner & Private see more →
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 →
In our last Done with Divorce, 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 see 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 →
