Blog

Downside Protection Strategies!

Learn about the downside strategies and the systems needed to protect your nest egg.

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Social Security Planning

What you need to know about Social Security and what decisions you need to make.

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Critical Considerations You Should Make in Your 70s

admin June 1st, 2020

You’ve reached 70, and you’ve got it all figured out. You’ve finally said goodbye to having to work for income, you’re in an easy routine and everything is going well. Then you hit 70½, and the IRS requires you to start taking distributions from your retirement plan, even if you don’t need the money.

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Wealth and retirement solutions

Critical Considerations You Should Make in Your 60s

admin June 1st, 2020

The average retirement age in the United States is 63, according to U.S. Census Bureau data. If you are part of that trend, get ready to have your financial world turned upside down in your 60s.

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Critical Considerations in Your 50s

admin June 1st, 2020

Odds are, if you are in your 50s, you have thought about retirement one time or another. Regardless of whether this is your final decade of working for the man — or being the man — it is important that you start to create a retirement vision. This means putting your 3 p.m. daydreams, at least the realistic ones, on paper.

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Introduction the Ambassador Program

admin June 27th, 2019

Over the years, we’ve been grateful to touch many lives like yours. We count the relationships we share with valued clients as our greatest asset, and we look forward to many more years of deepening our friendship with you.

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Chill Out!

admin June 27th, 2019

As the scorching summer sun beats down, it’s hard to remember that just six months ago you were shivering through the winter, whether that meant a chilly 50 F or bitter subzero temperatures.
But if cooler temps sound like paradise, and a dip in the pool is no longer keeping you cool, it might be time to take a vacation somewhere chilly. Check out these three destinations to avoid the
summer heat.

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4 Traits Scammers Target

admin June 27th, 2019

Some people are more susceptible to financial scams than others. According to the AARP Fraud Watch Network, there are several personality traits that can contribute to a person being more apt to fall for a scam, whether it’s a phone scam, an online scam, or even in-person. However, when you’re aware of your own behavior, you can be extra vigilant should a scammer try to weasel
their way into your pocketbook.

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17

Years in Business

450+

Clients

$700MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia