WTOP Interview: 7 Things You Need to Know About Health Savings Accounts

LISTEN NOW! HSAs offer tax advantages and other benefits. Here's how to maximize this unique savings...

WTOP Interview: Black Friday car deals: Know the pros and cons of leasing or buying a car

LISTEN NOW! To get the best deal, consider the pros and cons of leasing or buying a car before heading to the...

WTOP Interview: Mutual Fund Fees: How To Know What You Are Paying For And Why

LISTEN NOW! We uncover the facts about mutual fund fees. Use this to know if you are paying too...

WTOP Interview: Deciding where to live during and after a divorce

LISTEN NOW! Deciding where to live can be challenging during and after a divorce. Here are some things to...

WTOP Interview: 4 Steps to Practicing Intentional Wealth

LISTEN NOW! Building and sustaining wealth requires having a clear direction and taking action throughout the...

7 Questions to Ask When Taking Control of A Trust

Taking the reins on trust accounts can provide a sense of security, but it's also natural to have some...

Top 5 Planning Tips When Selling A Business

If you're preparing to sell your business—consider these planning opportunities before you sign on the dotted...

WTOP Interview: How To Talk To Your Mate About Retirement

LISTEN NOW! Learn how to get your retirement conversations off on the right track and focused on what's...

3 Costly Social Security Mistakes

Maximizing your Social Security benefits can make a big difference in your retirement income for of all levels of...

Her Wealth’s Top 10 Books to Know and Grow Your Wealth

Her Wealth is celebrating Read Across America Day with books that educate and empower women about their...

7 Common Mistakes to Avoid When Naming Your Beneficiaries

Should something happen to you or your spouse, are you sure that your assets will go to the right...

Deciding where to live during and after a divorce

Should you keep your home? The answer depends on balancing the emotional, practical and financial...

Should You Invest in Alternative Investments?

Learn what alternative investments are and how they may be able to add more diversification to your...

5 Steps to Maximize the Value of Your Healthcare Plan

With skyrocketing healthcare costs, it's wise to consider how to get your money's worth from your healthcare...

Family Money Talks To Have In 2018

If the thought of talking about money with your loved ones makes you feel uneasy, then fear no...

7 Things You Need to Know About Health Savings Accounts

HSAs offer tax advantages and other benefits. Here's a closer look at how to maximize this unique savings...

Boost retirement savings and reduce taxes with Catch-Up contributions

Making Catch-Up contributions from age 50 until retirement can add up to significantly more money in...

WTOP Interview: Aging Parents, Aging Us: How To Prepare for the Next Phase in Life Part I

LISTEN NOW: Aging can be an uncomfortable topic, but preparing for it can ease fears for parents and adult...

WTOP Interview – Post Divorce: Don’t Leave These Loose Financial Ends Undone

There are many issues to finalize after your divorce. Ignoring them could have significant financial...

Best Ways to Avoid Tax Fraud Scams

With the recent surge in tax fraud and identity theft, here's what you need to do to avoid being the next...

How To Make The Power of Margin Work For You

A margin account is a powerful tool and may be the answer when cash is tight or credit in not available. Here's...

Leadership Montgomery Selects Ron Rubin for Class of 2018

Ron Rubin, CEO & Managing Partner of Bridgewater Wealth & Financial Management in Bethesda, MD has been selected to join the 2018 Core Class of Leadership Montgomery. A nonprofit,...

WTOP Interview: How To Protect Inheritances For Future Generations

LISTEN NOW: What you need to know to protect the inheritance you plan to leave to your children and...

Top 10 Money Mistakes Women Make

Here are the top 10 money mistakes I see women make over and over and how you can prevent...

Buying a Vacation Home? A Guide to What’s Deductible

Before you buy that dream vacation home, consider these helpful tax tips to give you the lay of the...