Client Center

Household Finances

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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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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