Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (540) 989-4600.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What can be learned from the savings rate?
Being healthy not only makes you feel good, it may also help you financially.
A look inside the U.S. government's statistics on household net worth.
Military families face unique challenges, making personal finance even more critical.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.