For many of us attempting to save for our kids’ (or other loved ones’) education expenses, we have come to […]
For clients living in Virginia with school-age (or younger) kids or grandkids, we strongly recommend the Virginia Invest529 plan as […]
Last week, Virginia529 launched a new investment portfolio, which includes an innovative mix of features from the old Prepaid Tuition […]
Many of our clients have the goal of paying for their kids’ college expenses. In meetings with those clients—and in […]
In a recent NPR interview, Josh Mitchell of the Wall Street Journal argued that the cost of college, though still […]
Given the tax benefits of 529 accounts, we generally recommend them to clients as the preferred vehicle through which to save […]
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
