This past weekend I had the humbling experience to compete in the 2022 City Tour Championship at Sea Island, Georgia. My partner, Jared, and I competed against
Lately, I’ve had quite a few clients contact me with questions on the I-Bond. What exactly is an I-Bond and why is it gaining such popularity? The current
Retirement looks different to everyone, but one commonality is financial independence and the ability to enjoy post-work life. The keys to success start many
Establishing a strong credit history early in your career is important for a number of reasons. A good credit report will typically lead to more favorable terms
While in some ways it may feel like we are living 2020… part II, the 2022 year brings fresh snow along with fresh IRS limitations for retirement plan savings.
As we work our way through the fall and settle into the winter months, we’re getting to the time of year when most people make gifts to charity.
Back in our first blog post, “Reflections with Donald Rembert,” I learned about our decision to go fee-only back in 1983. I also learned that Charles Schwab &
This is one of the hottest topics among my peers, especially given the dramatic rise in demand and housing prices in the D.C. Metro area. Let’s explore both
What do Jimi Hendrix, Bob Marley, and Sonny Bono all have in common? They were all talented musicians – CORRECT! Additionally, they all died without a Will.
A question we Virginia Tech alumni get a lot (and I’m sure our answers vary). If you’ve perused our website, you’ve likely noticed a few VT graduates on the
We are pleased to have been selected for the CNBC Top 100 Financial Advisors!