We welcomed Dr. Rene Hackney of Parenting Playgroups as our guest speaker this month to tackle the important family topics of chores, allowances and online spending. For those who were unable to join us, here are some key takeaways from Dr. Rene's workshop along with several resources to support you in teaching your children about money.
By Craig Strent
The new tax plan impacts all areas of your financial life. We want to help you prepare for the changes and optimize your tax planning. As such, we reached out to Craig Strent of Apex Home Loans, a mortgage specialist with over twenty years of experience, to give us a deep dive into how the new tax laws will affect your mortgage options.
By Todd Youngdahl, CFP®
On Wednesday, December 20, 2017, the House passed a tax bill, which will be signed into law by President Trump. Since the campaign trail, President Trump has spoken frequently of tax reform and this bill entails a number of changes to the U.S. tax code that will impact both corporations and individuals.
What is the number one rule of personal finance? Spend less than you earn. If you have worked hard for decades, followed a budget, and adhered to this rule, you may find yourself in the enviable position of earning more money each month than you need to cover your expenses. It’s a fortunate problem to have, but one that forces you to decide how to allocate your extra cash.
Our team at Washington Wealth Advisors is delighted to welcome Victoria Boinest to the team as our summer intern. Victoria is a Finance major at James Madison and excited to work with our team on some internal projects to support our overall delivery of an excellent client experience. We thought you’d like to learn a little more about Victoria and her goals after graduation.