Author: Sarah Irving

I’m a big fan of holidays.  I inherited this trait from my parents, particularly my mom who always went above and beyond to make even the smallest of celebrations feel special.  With a bulk of the “big” holidays behind us, I was excited to hear that this April celebrates the 21st anniversary of Financial

In the spirit of the recent St. Patrick’s Day holiday, luck has been on my mind as to how it affects our financial journey both through financial planning and investment management. Luck is defined as success or failure brought by chance rather than through one’s actions with a reasonable expectation that a

Woops, did you miss the deadline? If you are an organization in Virginia with 25 or more employees and have been in operations for 2 or more years, February 15th was the deadline to register for Virginia’s state sponsored plan, RetirePath or to certify an exemption if already offering a qualified employer-sponsored

With a new year comes new resolutions and for savers, new retirement plan contributions.   For 2024, the employee contribution limits are as follows: IRA and Roth IRAs : $7,000 for those  <50 years old, $8,000 for those 50 and older. SIMPLE IRA: $16,000 for those <50 years old, $19,500 for those 50 and

I do this to myself every time this year – I have the best intentions of getting all of my Christmas to-do’s done early like Christmas cards, baking, and finalizing Christmas gifts; however, I always seem to be sliding into the finish line with a day or two to spare. But what’s the fun in […]

We love hearing from our readers on suggestions for blog topics and most recently received a request to touch on a topic that we as consumers are all feeling – how can consumers weather an environment where higher prices persist and what is the effect of CPI on the economy and interest rates? This is […]

Many times we plan for things we can expect; however, we must also plan for those that are unexpected. While this week’s blog is focused on a totally different topic, I would be remiss if I did not acknowledge the deeply saddening geopolitical events unfolding in Israel.   The current human toll is unimaginable

September is a bustling month in the Irving household, filled with birthdays, parties, back to school activities, and charity outings.  Always keeping things interesting! Never a dull moment Speaking of events, thank you to all who joined us at our annual Client Appreciation Event last week! These past two weeks have

In light of the communication many of our clients received on regarding the exchange offer of Johnson & Johnson shares for Kenvue, I figured this would be a timely topic! While we hope our email provided enough background information on the spinoff and instructions to take advantage of the exchange, we know this