Money IQ
Investing Can Pay Dividends
When most people think about investing in stocks, they tend to think in terms of buying a stock at a low price and selling at a higher price. This is certainly the goal whenever buying a stock, but what many often forget about is that some companies also pay their shareholders di
Nathan GilbertSep 8, 2020Investing Early
Nothing seems to go by faster than the time does watching children grow. As most parents can agree, it is bitter sweet to see our little ones transition from one milestone to the next …. Or let’s be honest, in the case of the second, third, fourth child milestones are gone in the
Sarah IrvingFeb 18, 2020
Borrow or Use Cash?
Thank you to one of our loyal readers for the suggestion of this topic! It’s a good question and one we get a lot from people, especially those nearing or in retirement. And, it usually involves whether or not to pay off the mortgage on a primary residence (or use saved money to
Nathan GilbertFeb 4, 2020Independence Day
The 4th of July is upon us, and it reminds me of birthdays…my husband’s birthday, my best friend’s birthday…oh and also America’s birthday. It’s a big party day for sure! 😊 Besides birthdays, the 4th of July reminds us of independence and is a celebration of freedom—both importa
Sarah YakelJul 2, 2019
Can You Dodge the Tax Axe?
I may be creeping into CPA-land here, but we are getting a lot of questions from our clients about what they can (or can’t) do to reduce their tax bill. All of us are still digesting the new Tax Cuts and Jobs Act, and for some it has caused an unexpected bill or a lower […]
Nathan GilbertApr 2, 2019A Slippery Slope
A actual slippery slope – November 15th – Mountain Rd. in Haymarket, VA Each time I write these posts, it’s tempting to talk about diversification every time. Especially in the current volatile market environment. While I won’t totally give into that temptation this time, I do th
Nathan GilbertNov 27, 2018Say Cheese
Last week, we gathered hot, cranky and tired children and spouses of Meridian and made them take our annual Meridian family photo. Luckily, our friend, Jen Dowell, is an amazing photographer and maybe an even better Photoshop editor? With affordable pricing and great services, An
Sarah YakelSep 25, 2018A Better Experience
Unfortunately for my son Coleman, he had to have a tooth extracted last week for the second time in is short life. The first time was because he banged his mouth on the side of a coffee table and caused one of his front teeth to die (Ouch! It hurts to even write that!). That […]
Nathan GilbertSep 18, 2018Be Prepared
As I write this blog, Hurricane Lane is approaching Hawaii and residents are facing the largest storm in 26 years. News footage is dominated with charts of the storm’s path, balanced with residents buying water and other staples or evacuating. When this is posted, Hurricane Lane
Sarah YakelAug 28, 2018Kids these days…
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 h
Sarah YakelAug 14, 2018
Your Social Security Statement is Not in the Mail
Set Up Your SSA Account 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 o
Nathan GilbertAug 7, 2018
Reunited and It Feels So Good (and so does saving for college)
Since Sarah called me out on song references in her last post, I thought I would stick with the theme. I could remember the name of the song “Reunited,” but I couldn’t remember the artists. In my defense, the song was released in 1978, and I was only one-year old. Google quickly
Nathan GilbertMay 29, 2018