Tech Tip: Is Complying With PCI Requirements Good Enough?
• December 24, 2018

While the PCI architecture and requirements overlap with network security issues, a network security audit will take a deeper look into how you utilize the technology you own.

The Next Recession: How to Weather the Storm
• December 17, 2018

To protect your money before, during and after a recession, here’s a rundown on five separate portfolios our columnist would recommend setting aside.

Amid Shopping Is Giving Tuesday
• November 26, 2018

What’s your favorite charity? Something in the neighborhood, across the nation or at the other side of the world? Tuesday is your chance to make your choice on the stage […]

The Looming Student Debt Apocalypse
• November 23, 2018

Education-related debt impacts more than 44 million of us, who owe a total of $1.5 trillion, making the burden of education the country’s second-largest debt after consumer mortgages.

Tech Tip: Do You Enter Your PIN When Using Your Debit Card?
• November 19, 2018

Run the card as credit and you’ll almost always get more antifraud protection should you have a problem with a purchase or if the card number is stolen.

Your ‘Guaranteed’ Long-Term Care Premium … Isn’t
• September 24, 2018

Buried deep within the fine print of your policy was a disclaimer that probably read something like, “Your rates are subject to future increases.”

Saudi Women Pitch Their Dreams at Halcyon
• August 20, 2018

The budding entrepreneurs shared their stories at an Aug. 16 pitch event in Georgetown, part of their participation in a summer Halcyon Incubator Intensive.

Credit-Card Companies: No Guarantee
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In today’s credit-card landscape, you could be missing out on a lot of good freebies — or you could be getting royally screwed.

The Number-One Conversation for Newlyweds
• June 6, 2018

I am often asked, “Who is your perfect client?” People are puzzled when I say: “Whenever I can get a husband and wife to sit down with me to discuss […]

2 Overlooked Tax Strategies
• April 9, 2018

A Health Savings Account and a “back-door” Roth IRA are last-minute strategies that can provide significant tax benefits for your investments.