Like many others do when summer turns to fall, I participate in an NFL Fantasy Football league. For those who are not familiar with this activity, it first
Picture owning a house in one of the eight states with some views of the Blue Ridge Mountains. This might be a family retreat, a place for couples, or simply a
Did you know that you can avoid the costs and delays of probate on cars and real estate? Unless titled in a trust, these assets are normally left to be
Back in 2022, I wrote about my semi-conversion around the use case for bitcoin as an alternative investment asset. I say semi-conversion because I still had
I recently asked my three children, who are now out of college and working adults, if they were happy with their college education. Their answer was a
In my experience, there are two types of people when it comes to income taxes. The first is the client who wants to avoid or significantly reduce taxes, by
Working and living in the D.C. metro area offers some pretty unique experiences – exposure to the country’s capital in all its splendor, a steeped cultural and
Before the oil embargo in the early 1970s, the oil market had stable, low prices. Oil was plentiful and cheap, with little worry about supply or price swings
I’ve noticed a curious shift over the past few years in which more clients are coming in for planning with portfolios consisting entirely of target date funds
I recently celebrated a milestone birthday – though not one that would normally be seen as such. At age 44, I am the same number of years removed from being
There is something special about working with older adults. I appreciate their wisdom from many years of experience. I enjoy listening to their stories about
