Six Resolutions to Improve Your Finances in 2022February 14, 2022At the beginning of the year people make resolutions involving health, work, or family, but getting your financial house in…
Impact of Children on Your Financial PathApril 22, 2021When thinking about your future, there are many factors and life choices you will have to plan and save for—whether…
Should I Wait to Start My Social Security Benefits?April 1, 2021Deciding when to begin taking your Social Security retirement benefits can be difficult because there are many factors to consider.…
Are You Better Off with a Roth?February 11, 2021While you might already be invested in an employer-sponsored plan like a 401(k), an Individual Retirement Account (IRA) allows you…
Is a Donor-Advised Fund (DAF) Right for You?January 21, 2021A donor-advised fund (DAF) is like a charitable investment account with the sole purpose of supporting organizations you care about.…
D.C. is a Financial Standout. Are You Making the Most of Your Career?October 1, 2020The politics of our hometown might get more headlines, but the economics of D.C. tell a story that’s just as…
Emergency Funds: Preparing for the UnexpectedJanuary 1, 2020Many people don’t understand the importance of establishing and maintaining an emergency fund until it’s too late. Are you financially…
The SECURE Act and its Potential Impact on Your RetirementJuly 1, 2019With the decline of traditional pensions, most of us are now responsible for saving money for our own retirement. In…
The Sneaky Way for High Earners to Add Money into a Roth IRA Tax-FreeApril 1, 2019When you are thinking about how to put your hard-earned dollars to work, it’s important to consider every option for…
Is Your Home a Good Investment?January 1, 2019Homes are wonderful and it is viewed as the most coveted part of the American dream. Owning your own home…