Foreclosure of a Dream

By Matt Armendaris, Associate Financial Planner
With so many Gen Zers moving into the work force and establishing long term careers, their focus starts to shift to the next symbol of adulthood – owning a home.
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If You Can’t Touch It, Is It Really Art?

By Kristan Anderson, CEBS®, CFP® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
You know how your Apple iTunes library is not really music you own, even though you paid for it? Yet your vinyl collection somehow now has some appreciable value? Or did you ever collect baseball trading cards? And now you see that these cards exist in the digital world and are being traded at high values.
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Stop Kicking the Financial Plan Can

By Victoria G. Henry, CFP® »
A few months ago, I realized that I needed some help. Between my husband and I working full time and trying to keep our three little girls safe, fed, and entertained, housework kept falling through the cracks. We were losing a battle to the “stuff” that was just piling up.
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Art for Art’s Sake

By Kristan Anderson, CEBS®, CFP® | Dir. of Retirement Plan Services & Dir. of Financial Planning
I purchased my first piece of real art (i.e., not an art poster from a shop in the West Village) as a housewarming and anniversary present for my husband years ago. It is a silkscreen print of firecrackers from a local artist (Clay Huffman, now deceased) who had a studio at the Torpedo Factory Art Center in Old Town, Alexandria.
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Oh, the Places You’ll Go

By Tanya Carson, CFA
To quote Dr. Seuss, "The more that you read, the more things you will know. The more that you learn, the more places you'll go." Growing up, teachers and parents always stressed the importance of an education. But what happens when formal schooling is over? Lifelong learning is defined as the self-motivated practice of continuing to learn throughout one’s entire life, with the aim of improving knowledge, skills, and competencies.
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Stereos, Records, & Cassettes

Laurie M. Kramer, CFP® »
I LOVE that I had the childhood that I did – playing outside for hours on end with little to no supervision, climbing on metal playground equipment, Saturday morning cartoons (Scooby Doo, Where Are You?) reading Nancy Drew books, and listening to Casey Kasem’s Top 40 countdown on the radio. I also had the benefit of growing up on a farm, so caring for the horses was among many things that I did to earn my allowance.
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Invest in Your Dog's Mental Health

By Kristan Anderson, CFP®, CEBS® | Dir. Of Retirement Plan Services & Dir. Of Financial Planning
My husband likes to tell me not to anthropomorphize our dog by giving him human feelings and emotions. But the reality is that humans have done such a good job at breeding and domesticating dogs that they can reflect human emotions and have some big feelings of their own. So, what's a person supposed to do if their best friend is displaying signs of depression or anxiety or "reactivity?"
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Financial Literacy for Kids – Start Early

Angel Irazola, Senior Financial Planner
As a financial planner, I often hear clients comment that their teenage, or even young adult children, have a limited understanding of savings and investments. Usually, our advice is to sit down and talk to them about the basics of financial responsibility, or we may recommend a book or two. However, the best advice is to start long before your children are teenagers or college age. I’ll share with you what I have done with my own family, maybe you can relate to it.
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Time… Is On My Side… Yes It Is

By R. Jonathan Stolz, CFA | Portfolio Manager »
The Rolling Stones’ originally released their single “Time Is On My Side” in the U.S. in September 1964. It became their first U.S. top ten hit, peaking at number 6 on the Billboard Hot 100 Chart in December 1964. The Rolling Stones would go on to deliver a total of 23 top ten hits and the band was inducted into the Rock & Roll Hall of Fame in 1989.
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Growing Up (At Home?)

By Kristan Anderson, CFP®, CEBS®
My son is looking for his first apartment without a roommate. I’m worried that he won’t find anything in his price range by the time he has to move out of his current place. I don’t want him to not have a place to live, but I don’t want him back home, either.
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