Independent Wealth & Financial Planners in Northern Virginia
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 & Private Wealth Advisor at Argent see more →
When partners decide to file their taxes jointly amidst or post-divorce, it can present a myriad of tricky scenarios. We sat down with Erin Kidd, Accredited Financial Counselor & Enrolled Agent at Thompson see more →
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 →
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 →
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 →
Is it worth having an umbrella policy? If you have significant assets, it could be worth the research. Your liability insurance within your auto and homeowners insurance policies might not be see more →
During the pandemic, many of us found ourselves sorting through our things wondering what something is worth or whether we should keep it? Martin Fuller, a Master Gemologist and a certified appraiser with more than 35 years of experience, discussed see more →
By identifying wealth transfer strategies to put in place now, you are
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