Recent News and Articles
Tax Time FAQs
Here are some helpful links and dates for the 2021 tax year as well as answers to some frequently asked questions.
How Assets Impact College Aid Eligibility on FAFSA and CSS Profile
We’ve all read headlines that highlight the soaring costs of attending college. Naturally, our clients are concerned about helping their children and grandchildren to cover this cost, and the rising costs only increase this concern. Planning ahead by using a 529 plan to save for college can be a great option, but navigating the financial aid landscape can be equally important. We came across the article below and wanted to share an excerpt because it is a very helpful guide. Source: How Assets Hurt College Aid Eligibility on FAFSA and CSS Profile, Forbes 2/14/14 Two College Aid Forms: The [...]
Northern Virginia Magazine Awards
Every year Northern Virginia Magazine showcases their ‘Best of NoVA’ lists. We are thrilled to have our Planners on the Top Financial Professionals list again this year! Please join us in congratulating Tracey Baker, David Greene, Brian Jones, Tim Jones, Jessica Ness and Parker Trasborg!
Top Estate Planning Mistakes
Estate planning is an important piece of the financial planning puzzle because it allows you to dictate what will happen to your assets when you are not able to express your wishes due to incapacity or death. From our oldest client who is close to 100 years old to our youngest clients in their 20s, estate planning is imperative regardless of wealth because there are various factors to consider at any age. The following are some of the most common estate planning mistakes that we see: Failing to have any estate planning documents Not having documents in [...]
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