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

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.

Real Estate: Big Winner in Tax Cuts and Jobs Act

March 7, 2018

On the surface, it may look like the Tax Cuts and Jobs Act is bad for real estate. The reduction in the deductibility of mortgage interest and the combined $10,000 […]

’Tis the Season for Giving

December 20, 2017

“Helping people doesn’t have to be an unsound financial strategy.” For those in the giving spirit this holiday season, there are many ways to help others while still helping yourself. […]