Procrastinators rejoice! Even though April 18—due date of taxes this year—is next week, it is not too late for a few smart moves to save on taxes for 2016. Make an IRA contribution. Contributions to an Individual Retirement Account (IRA)
I’ve been having a lot of conversations recently about budgeting—not because our clients are awful at it, but because it is helpful to get a handle on how much things cost every month when we are working on planning. For
We hope everyone is enjoying the snow—our kids are all delighted to have their first real snow of the season. Those who are shoveling (me and my husband) are not enjoying it as much. As with every winter storm, it
Of all the questions our clients face, this is certainly one of the most perplexing. Timing when to claim social security benefits has a significant and permanent impact on your retirement cash flow. In weighing your decision, consider your health
Ten days into the new year, and many of us are still trying to make time to put our grand resolutions for 2017 in place. Either many of us have resolved to eat better, exercise more, start a budget, be
Every year, after Santa delivers presents to the good little boys and girls around the world, he swings by Wall Street and gives one last gift to investors. Typically, the stock market strongly rallies between December 25th and January 1st
Shopping season is here—unless you are one of those super organized people who shop all year for Christmas and store up gifts in your hall closet, most of us spend December running around, looking for that special gift for those
This past week, the fact that I pay in advance for the kids to be able to order lunch at school was discussed in our car one morning. Ben, my youngest son, said “You pay for those lunches? I thought
Our household relies a lot on family and friends when it comes to help with our children. From making sure they are where they need to be, to checking that they are in the right clothes for whatever themed “day”
This past Sunday, Sarah and I (and spouses) were fortunate enough to be part of The Copper Circle dinner at the Hylton Performing Arts Center in Manassas. We had some delicious food from Avalon Caterers and met some very nice