WTOP Interview: Tuition Gifts With Tax Benefits

LISTEN NOW: If you want to fund your child or grandchild's education, don't miss these tax...

WTOP Interview: 7 Essential Financial Tips for Women

LISTEN NOW: Nina Mitchell & Dawn Doebler share their essential financial tips for women with WTOP...

How One Day Can Make a Big Difference in Your Investment Performance

We take a fresh look at your performance review report. What do those numbers really tell you about how you are...

WTOP Interview: Smart Financial Strategies for Women Entrepreneurs

LISTEN NOW! If you are a business owner, take advantage of these smart tips to financially fuel your...

How Will Your Gray Divorce Affect Your Wealth?

Know the common risks of gray divorce and take these suggested precautions to soften the blow and protect your...

Think Like An Investment Advisor To Be A Better Investor

The best way to be a better investor is to understand what the investment pros look for when investing money. Here's...

WTOP Interview: Investment Soup – A Recipe For Financial Success

LISTEN NOW: Building a successful investment plan is a lot like making soup. Just follow these...

Your Estate Planning Questions – Updating Your Will and Succession Planning for Business Owners

To round out our Estate Planning Awareness Week, we answer more client questions about wills and succession...

Women Climbing Into Board Seats

This past fall, I was fortunate to spend a half-day with the talented women of The Boston Club for a panel discussion and workshop designed to introduce us to...