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Virginia Estate and Retirement Blog

Raising Money-Smart Children

“Today well lived makes every yesterday a dream of happiness and every tomorrow a vision of hope. Look well therefore to this day.” – Francis Gray Perhaps I’m biased, but I believe that it really is never too early to start teaching your children about  …read more »

Estate Planning Is a Critical Part of a Well-Planned Life

The noblest search is the search for excellence.” – Lyndon Johnson You may have established an estate plan in the past, or you may not have gotten around to it, but it is critical that you ALWAYS have an up-to-date plan. Most people are smart  …read more »

Reclaiming Control Over Your Taxes

“Results! Why, man, I have gotten a lot of results. I know several thousand things that won’t work.” – Thomas A. Edison Our clients who filed with us this year already feel the peace-of-mind that you were able to claim every possible deduction which is  …read more »

Great Financial Communication Within a Marriage

One of the most pressing, painful and significant issues within a marriage can be the problem of finances. For some, this presents no significant hurdle whatsoever — often because the money is flowing, and there are no pressing concerns. However, this can be a bandaid  …read more »

Spending Your Money Well

Creating a budget really shouldn’t be the place where financial decisions begin. Instead, a comprehensive look at what you most care about and how you want to live your life is the best place to start, even before budget categories are determined. This becomes especially  …read more »

A Checkup From Your Financial Doctor

I thought I would take the time this week to give you an objective, “incentive-free” look at what your finances should look like when you hit the half-century mark. If you are close to that mark, I thought it might be useful for me to  …read more »

Doing Estate Planning The Right Way

Over 50% of adults do NOT have a will or other estate planning instruments in place to protect themselves and their family. And, perhaps even worse, over 69% of parents have not yet named legal guardians who can raise their children if something happens to  …read more »

Evaluating Finances With Your Heart In Mind

Working with my clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant means. Other times … well, I think that  …read more »

The Starting Point For Tax Planning

The very first thing we would do with any client who wants to get ahead of their tax bill is to first figure out what their tax bill would actually be, if all things remain the same. While there are a lot of variables that  …read more »

When Our Tax Policy Affects Families

Every year, I sit down with families who made a particular financial move, and as a result, some unforeseen — and unintended — consequence kicked in. This could be an unexpected tax event, it may have been a broken relationship, or a business failure. (All  …read more »

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