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Category: Financial Planning

Real Estate Strategies in 2026 Buy Keep or Sell
Real Estate Strategies in 2026: Buy, Keep, or Sell?
April 10, 2026
By Jim Joseph, CFP® Although the market still appears volatile, the U.S. housing market has generally...
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The DMV Tax Playbook for High-Earners: Plan Now, Save Later
March 6, 2026
By Jim Joseph, CFP® Even if you live in the DMV area, you may not be aware of how the differing tax...
New Year, New Financial Goals: Setting Smart Money Objectives
New Year, New Financial Goals: Setting Smart Money Objectives
January 23, 2025
New Year, New Goals! Start 2025 strong with financial strategies that align with your values and future...
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Reflecting on Your Financial Year: Lessons Learned and Future Planning
December 17, 2024
By Jim Joseph, CFP® Before welcoming a new year, it’s natural to look back and take stock of what you’ve...
2024
Fed Talk
April 3, 2024
Aaron Weston, CPF®, and Mike Zarrelli, CFP®, EA, discuss the Federal Reserve and what it does. Fed Talk...
2024
Four Analogies to Simplify the Complex
March 6, 2024
Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, share some analogies to consider when managing...

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