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Our Articles

Digital Estate Plan: Facebook Legacy Contact
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Facebook added the “Legacy Contact” feature that allows you to designate a Facebook Friend of yours who you would like to gain access to your Facebook page after you have passed away.

Where to Find the Hidden Fees of Commission-Based Firms
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Very few consumers actually read the SEC filings for the firms they have engaged.

Can I Contribute to Both a SEP and a 401(k)?
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SEP plans offer a powerful way to provide for your own retirement in the same way that 401ks do.

What Are The Problems With Illiquid Alternative Investments?
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The larger the spread, the more likely you should neither buy nor sell the asset.

The Happy Habits of Appreciation and Gratitude
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Life planning begins as thoughts and ultimately shapes our entire destiny.

Investing 101: Things to Think About Before You Invest
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With a little preparation, you can save and invest over your lifetime to meet your financial goals and dreams.

One Powerful Method To Achieve Higher Investment Returns
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Long term investing does not require making quick emotional responses.

You Want An Advisor Who Keeps You From “The Big Mistake”
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Real financial advisors stand between you and the Big Mistake.

Free Advanced Medical Directives from the Virginia State Bar
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The Virginia State Bar has even made a few variations of a simplified Advanced Directive free to the public on their website.

Write Down Your Investment Plan
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To protect yourself from behavioral errors, write down your investment plan.

Mailbag: The Practical Limits of 1031 Exchanges
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Using a 1031 exchange to turn investment property into residential property is possible, but it takes careful planning from the outset.

Radio: Budgeting Benefits
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Having a budget as a boundary for your spending gives you the freedom to work within that boundary, and keeps you on track to save for your goals.

How Cookie-Cutter Powers of Attorney Fail
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This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people’s wishes.

What To Do With That First Paycheck
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You probably know that you should spend less than you earn, but that is only part of the equation.

How to Pay Off Student Loans While Building Wealth
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While your student loans may be a daunting sum, it is still possible to build wealth even while paying off student debt.

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