Blog

By Maura C. Schauss, CFP

The day you become a parent is a day of overwhelming emotions. Joy at the sight of your precious child, relief that he or she made it out of the womb, and for many, fear and anxiety because you somehow have to turn that seven-pound little human into a happy and successful adult.

by Todd Youngdahl, CFP®

As a university graduate myself, it is no surprise that I value higher education. However, statistics show that having a college education has an even greater impact on a person’s financial life now than it did 20 years ago when I proudly wore the blue and gold of West Virginia University.

by Maura C. Schauss, CFP®

You may have heard in the media that on April 6, the long-anticipated fiduciary rules from the Department of Labor were issued. These new regulations are expected to significantly impact how people save for retirement and protect families from conflicted retirement advice.

by Todd Youngdahl, CFP®

Identity theft often seems like a distant threat that only affects those careless with their financial information. However, identity theft occurs much more often than you may expect. According to a 2015 Identity Fraud Study conducted by Javelin Strategy & Research, there was a new identity fraud victim every two seconds in 2014, with $16 billion stolen from 12.7 million U.S. consumers.

We are happy to announce the opening of our second office location, coming soon to Loudoun County's New Downtown - One Loudoun! The new location will put us in one of the fastest growing counties in the country, accommodate our growing firm, allow us to offer greater convenience and flexibility to our local clients, and provide better technology to serve those clients lo

In 2003, the government established Health Savings Accounts (HSAs) as a way for people covered under high-deductible health plans (HDHPs) to get special tax treatment towards saving money for medical expenses not paid for by their insurance. With an HSA, payers were able to receive a tax benefit for saving money to cover their deductible.

The last-minute budget and debt ceiling deal that the House and Senate passed in October will make significant changes to Social Security benefits. In an effort to decrease spending, Section 831 of the new budget slashes benefits for those using popular claiming strategies.

It’s nearly impossible to ignore the statistics that surround the conversation of love and money.

Last week was an awful trading week on Wall Street, with the S&P 500 posting its worst year-opening week in history by losing 6%. Global stock markets lost $2.3 trillion, alarming investors who worry about the market forecast for the remainder of 2016. Baby Boomers especially are nervous about the large fluctuations and the impact on their retirement accounts.