Aug 30, 2018
The tax code changes that went into effect this year shook up a lot of conventional wisdom about financial planning. Find out whether it's a good idea to do a Roth conversion in the wake of the recent changes.
Aug 23, 2018
Risk amnesia affects even the savviest of investors. As the market continues to climb, people forget the potential for a crash. Brian examines the danger.
For more in-depth information, explore our blog here: https://financialplanningva.com/
Aug 16, 2018
RMDs are an inevitable part of life, but what are they? Find out, and learn to properly incorporate them into your overall retirement plan.
For more in-depth information, explore our blog here: https://financialplanningva.com/
Aug 2, 2018
Tax reform will almost certainly affect your retirement. Find out how to plan accordingly for recent tax reform.
Aug 2, 2018
Tax reform will almost certainly affect your retirement. Find out how to plan accordingly around recent tax legislation out of Washington.