Unfortunately for Wells Fargo, the company (specifically Wells Fargo Advisors) was in the news for all the wrong reasons again today. And, before I go any further, let me say that I have friends and colleagues that work at Wells Fargo and are great people! As with many things in life, it comes down to […]

I write this post from Williamsburg as I deliver my three kids to my parents to stay this coming week—the annual parent-free visit with grandparents!  My kids look forward to this week all summer…I am not sure my parents share the same enthusiasm… On the trip down, Melanie and I had a nice talk about […]

As with many providers of statements for all things, the Social Security Administration wants you to “go green.” Many of us have learned by now that’s code for ‘we want to save the trees, but we also want to save money.’ Unless you are receiving benefits or are almost eligible to receive benefits, you

As I write this, we are packing up to head out on a small road trip to visit friends and clients.  Thankfully, with electronic devices, our kids are mostly self-entertained on the road, but invariably—about an hour into the trip–the littlest will pull out the age old question—”are we there yet?” We are sort

Believe it or not, that’s how much you can die with before having to worry about federal estate taxes. And, if you’re married, you and your spouse can double that to $22,360,000. So, why would anyone worry about doing any estate planning or creating a trust if there is no tax benefit? Two main answers: […]

  Happy 4th of July eve!  Tomorrow we celebrate our nation’s fight for independence with BBQs, pool parties, and fireworks—and oddly enough lots of hot dogs.  Apparently, Americans consume over 150 million hot dogs on July 4th.  Pretty impressive.Our forefathers fought for independence from outside and

My family and I recently spent a weekend in New York City, and we packed a lot into a very short period of time. A boat ride around the Statue of Liberty, the Museum of Modern Art, Frozen the Musical, a “bubble” show, Gulliver’s Gate, delicious lunches & dinners, and a visit to Central Park. […]

Summer has officially begun, and our kids are super busy.  Right after school let out, we went down to visit grandparents in Williamsburg.  We went to Busch Gardens and stayed until the park closed, then got up early the next day to be at Water Country at park opening, then saw movies and local sights.  […]

Yesterday, Washington D.C. hosted its first major pro-sports team championship parade in 26 years. Not since the Redskins won the Super Bowl in 1992 have Washington fans been able to celebrate their team reaching the pinnacle of their sport. As a lifelong fan of the Capitals (and all local DC teams), I felt I had