Client Center

Household Finances

Major Purchases to Undertake for Enjoyment, Not Investment

Contrary to stereotypes or the occasional fears of incoming clients, we as financial planners do not always say “no.”  On […]

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5 Factors to Consider in Determining How Much House You Can Afford

It is always tempting, perhaps especially in Northern Virginia and other high-cost housing areas, to believe that we can afford […]

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3 Steps to Lessen the Burden on Your Loved Ones When They Need to Take Over Your Finances

Benjamin Franklin famously quipped that the only certainties in life were death and taxes. Yet many of us try to […]

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What Can We Learn from the Washington Redskins?

Will we learn from the Washington Redskins how to beat the Green Bay Packers in an NFL playoff game?  We’ll […]

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