Client Center

Debt Management

The 5 W’s of Emergency Funds

The economic impact of the COVID pandemic has reinforced the importance of having an emergency fund.  For those unsure what […]

Read More
Should You Refinance Your Mortgage Now?

Mortgage rates have once again dropped to record lows in recent weeks—setting a new all-time low for the third time […]

Read More
How Does the Coronavirus Emergency Relief Package Impact You, Part 3: Cash Flow Relief

In our previous posts this week on the Coronavirus Aid, Relief, and Economic Security (CARES) Act, we discussed cash distributions […]

Read More
What To Do If You Can’t Afford to Pay for Your Child’s College Expenses

Many of our clients have the goal of paying for their kids’ college expenses.  In meetings with those clients—and in […]

Read More
Deciphering Our Financial Decision Making

Many books about healthy food habits explain that in America, our choices of what, when, and how much to eat […]

Read More
Pros and Cons of Tapping into Your Home Equity with a Reverse Mortgage

After decades of faithfully paying their mortgage, many retirees find themselves in a position in which they have significant equity […]

Read More
 


<<123>>

Contact Us

If you have any questions about your financial future, we're here to help. Please use this form or feel free to call or e-mail us.

(703) 385-0870
EMAIL US