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Household Finances

Never Too Soon to Start Teaching Your Kids about Money, Part 2: The Older Years

As we discussed in our last post, many parents worry whether their children will establish good habits regarding money and […]

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Never Too Soon to Start Teaching Kids about Money, Part 1: The Younger Years

For those of us who are parents (or play a parental role as guardians, caretakers, or involved family members), we […]

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Avoiding Leaky Nest Eggs, Part 1: Where to Turn When You Need Money Fast

In the wake of the Great Recession, U.S. companies have been trying to bolster employees’ retirement savings habits.  One technique […]

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Time to Talk: The Benefits of Preemptive Conversations with Loved Ones about Aging

Whether with a spouse, parent, grandparent, or other loved one, many people have experienced or at least heard of difficult […]

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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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