February 19, 2020
Hi, everyone! Welcome into our February monthly newsletter. We send these educational monthly newsletters out once a month in hopes that the content and education in the newsletters is beneficial to you. So thanks for taking the time to actually read the newsletter and view and listen to this video. Some of the key things […]
Are Your Finances In Order?
February 15, 2020
So as many of you know, Kobe Bryant and his daughter and seven others on that helicopter passed away tragically. An unexpected, unforeseen, just extremely sad turn of events. But you know, what I took the time to reflect on my own personal life and financial life, and I think everyone watching this video should […]
Best of Loudoun Contest
February 11, 2020
So, we have fantastic news regarding the Best Of Loudoun contest! As you guys know, there were two parts of the contest this year. We have made it down to the top five! So the second part of the Best Of Loudoun contest starts today: February7th, and goes to February 21st. Again, you can vote […]
What Is The SECURE Act?
February 7, 2020
In late December of 2019 Congress passed a bill called the SECURE Act. It stands for Setting Every Community Up for Retirement Enhancement, and both sides of Congress were for this bill and it passed. And there are some key changes that are gonna affect your retirement that you need to be aware of if […]
February Happy Hour | Health & Wealth Expo
February 5, 2020
We’re starting back up our monthly happy hours this Friday, February 7th. We have First Friday monthly happy hours from 4:00 to 6:00 p.m. here at our office. It’s a great way for our clients to come out and meet other clients. It’s a great way for our clients to come out and get any […]
What Is Sequence Risk?
January 18, 2020
— What the heck is sequence risk? Sequence risk is the risk to any retiree that when you are withdrawing money out of your accounts whether it’s for IRS mandatory RMD’s or just your own retirement withdrawals that the stock market is down at the same time. Double whammy. Double negative. Perhaps triple-negative if you […]
What Do Baseball And Retirement Have Have In Common?
January 15, 2020
— Baseball is a big love of Abe’s. It’s something we enjoy together. We talk about it a lot. But there’s actually a lot of very interesting connections that we like to make between baseball and retirement. So obviously, when you’re approaching retirement, getting closer and closer to retiring, or in retirement, if you’re going […]
Taxes Are On Sale
January 12, 2020
— So Abe loves when I find something to buy that’s on sale. Actually, I think he prefers if I just don’t buy anything at all, but if I am going to buy something, which ladies you know that you are, it’s so much better and he feels great about it when you’re getting a […]
Should I Plan For Long-term Care?
January 7, 2020
— When addressing retirement, there are a whole wide arrange of things that you need to address. People are living longer than they ever have before. There’s a 70% chance, we think, that people 65 and older will need some type of care in their home, adult day care facility, or nursing home. So, we […]