WTOP Interview: 15 Ways to Define and Achieve Financial Freedom

LISTEN NOW! To help you get going in the right direction, here are 15 ways to define and achieve financial...

6 Common Questions Newly Widowed Spouses Face – Part I

Newly widowed spouses face many financially significant decisions. Here's how to answer the most common...

Ethical Wills – The Modern Practice of an Ancient Tradition

Find out how an ethical will can pass on your values, experiences, and life lessons to your future...

How Your Company Benefits Can Protect Your Financial Plan

These benefits can provide an important way to identify and cover the risks in your financial...

WTOP Interview: How to Tap Your 529 College Plan To Pay For Education Expenses

LISTEN NOW! Paying for college: tips on tapping your kids' college savings without taking a financial...

WTOP Interview: The Truth About Taxes in Retirement

LISTEN NOW! Your taxes in retirement may be a lot more complicated than taxes while you're...

Weighing the Costs and Need for Long Term Care Insurance – Part I

Baby boomers, learn to plan for long-term care insurance - its costs, coverage options, and insurance...

Creating a Fearless Financial Plan for Retirement

Whether you're a couple or planning for retirement as a single person, use this checklist and these tips to get...

3 More Questions Newly Widowed Spouses Face

3 questions newly widowed spouses face when dealing with Social Security, investments, and paying...

Are You Ready for 8,000 Days or More In Retirement? Part I

Navigate the 8,000 days of retirement and get ready to explore each phase using these tips and...

WTOP Interview: 4 Ways the Kiddie Tax Can Work for You and Your Family

LISTEN NOW! Find out how the kiddie tax works and what strategies could help you when tax time rolls...

WTOP Interview: Financial Sanity for the Sandwich Generation

LISTEN NOW! Listen to these tips to learn how to protect both your financials and your financial...

Financial Sanity for the Sandwich Generation

Here are four strategies to protect your financial sanity when you are part of the sandwich...

WTOP Interview: 3 More Questions Newly Widowed Spouses Face

LISTEN NOW! 3 questions newly widowed spouses face when dealing with Social Security, investments, and paying...

WTOP Interview: 6 Common Questions Newly Widowed Spouses Face – Part I

LISTEN NOW! Many widows should ask these financial questions to prevent running into serious financial...

WTOP Interview: 5 Questions A Financial Advisor Should Ask You

LISTEN NOW! When shopping for a financial advisor, it essential to see if they ask these...

The Pros and Cons of Hybrid Long-Term Care Insurance

Weighing the pros and cons of hybrid Long-Term Care (LTC) insurance is essential to retirement...

5 Reasons to Consider a Special Needs Trust

Here are 5 common reasons for establishing a special needs trust that applies to your family member with a...

How to Use An IRA Giving Strategy To Increase Tax Benefits

Giving to charities not only helps communities or those in need, but it can be a powerful tax...

Alimony May Still Offer a State Tax Deduction

Find out what the new alimony deduction rules are on a state-by-state basis and if they may apply to...

Getting and Keeping the Credit (Score) You Deserve

Regardless of your level of wealth maintaining good credit can have a dramatic impact on the quality of your...

12 Reasons Women Need to Close the Financial Literacy Gap

Staggering statistics about why women should pay more attention to their money. Hint #7: It’s our...

5 Uncommon Ways to Use a Home Equity Line of Credit

Tapping into a home's equity line of credit may provide the funds to cover large expenses with reasonable...

Your 12-Month Plan to Take Control of Your Wealth

If taking control of your money and wealth is one of your resolutions for 2019, we have a plan for...

Family Offices Are Not Just for the Super Wealthy Anymore

Find out if a family office is right for you to manage your family wealth, and what to consider when you choose...