The IRS has updated the annual contribution limits to workplace retirement plans including 401(k) plans for next year (2025). 

There are three primary methods to save and invest for minor children, a custodial account, a 529 plan, or a brokerage account not in the...

Unpacking the origins, meaning, and relevance of ‘Sell in May and Go Away’ I’m sure you’ve all heard the old adage 'Sell in May and Go...

A bank Certificate of Deposit (CD) offers several benefits as part of your portfolio and cash savings plan.  When you purchase a CD you...

Families in Virginia saving for college in the states 529 plan might want to take a harder look at a relatively new investment account–...

The IRS recently issued guidance that they are delaying new Roth 401k catch-up rules . At the end of last year, in December of 2022, the...

When I tell people I am a Fee-Only Financial Advisor, I often find there is considerable confusion around what this means and how it is...

How much risk do we have in our portfolios? This is a question a lot of investors have been asking themselves as a banking crisis began...

One of the most impactful items you can review each year is your retirement account contributions. For 2023, the contribution limit...

According to a recent Bank of America report, cash saw huge inflows for the week ending September 21st as the Federal Reserve announced...

For many parents in the DC area, investing in their children’s future is a top priority. From a full calendar of enriching activities,...

Unfortunately, by now we are all getting pretty used to seeing the impacts of inflation in our everyday lives. One place where we all...

I was recently featured in an article in Forbes Advisor discussing strategies to strengthen your finances before a recession hits. ...

Did you know that Roth IRA was not created until 1997? The Roth 401(k) was not introduced until 2006? Many of the tools and planning...

For many people filing annual taxes is not a favorite pastime. The amount of time to work through the volume of paperwork that shows up...

Whether you love New Year’s resolutions or not, the passing of the calendar to a new year is a great time to reflect on a few key aspects...

At this time of year when families are busy checking off their holiday lists, there are also a few items that should be on your year-end...

With the end of the year quickly approaching, it is a great time for families to take stock of any potentially unused funds in flexible...

I was recently featured in an article on mint.com discussing what it means to be good with money and important financial metrics to track....

Starting in mid-July, families across the US with children aged 17 and younger, began receiving monthly payments from an enhanced Child...