When looking to optimize your charitable giving, you may want to consider using a Donor Advised Fund. What is a donor advised fund, you ask? Well, here is a quick overview of what they are, how they work and who tends to find them most helpful. What is a Donor...
Let’s be honest. Figuring out your insurance premiums can feel chaotically complicated. Tax laws are cryptic, options depend heavily on individual circumstances, and the whole system can all feel far too complex to navigate. I can feel your eyes glazing over already....
Remember the fairy tale about Goldilocks? You know, the little blonde girl who broke into the home of an innocent family of bears, and helped herself to three meals and a nap? Moral ambiguities aside, Goldilocks was right about one thing: ultimately, everything comes...
Monument named among top financial advisors in Northern VA for third consecutive year by Northern Virginia Magazine! We know what differentiates us in a sea of sameness, the single thing that no one else can offer or replicate, is our Team’s unique, straight forward,...
In an industry largely characterized by a lack of corporate accountability and conflicts of interest, we want to be the outspoken financial mavericks you can turn to for advice and straight-forward, unfiltered opinions. Really, we mean it. And when it comes to...
