Top 10 Most Read Posts of 2015
We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about. Many of these include ways to better optimize your financial situation so…
Search Results for “estate planning”
How Much is a Financial Advisor Worth? Three Percentage Points According to Vanguard, Ep #2
Is a financial advisor’s fee worth it? Couldn’t you do better job managing your own investments and avoiding that cost? According to Vanguard, the leader in do-it-yourself (DIY) investing, they…
Baby on the Way? 5 Tips to be Better Prepared
Do you remember how you felt upon finding out you were having a baby? Our journey began 5 years ago. We were filled with the excitement of all new parents. My…
Five Topics to Discuss Before Saying I Do
There are a number of different questions engaged couples need to ask themselves before tying the knot, and most of them can be answered in less time than it takes…
The CPA Designation
About the CPA designation Having the accounting expertise of a CPA on our staff provides additional value to our clients. Will Holt, CPA, CFP and partner in the firm has…
Let’s Make A Plan…
Have you seen the new CFP® TV commercial yet (take a look here)? Pretty Interesting. The commercial is currently airing on stations that include History Channel, Travel Channel, HGTV, ESPN,…
Compromise on Taxes?
Deal Nearly Completed You’ve no doubt heard stories this week that the Obama Administration and Republican leaders have negotiated an end-of-year tax deal which will, among other things, extend the…
Changing the Definition of “Wealthy”
Historically, most people have not had to consider the problem of owing Federal estate taxes at their death. With little or no estate planning, most property you own at death…
Press Mentions
20232022202120202019201820172016201520142013201220112010200920082007200620052023 Morningstar Magazine- A Focus on Transitions Inc. Magazine- Regionals 2023: Mid-Atlantic Triangle Business Journal’s 2023-2024 Book of Lists: #18 on the list of Financial Planners 2022 Univision-Expert Analyzes Impact…
Angela Keeley-White
Angela Keeley-White is our Client Service Manager. She is responsible for managing our firm’s client communications, social media content, digital initiatives, and onboarding new clients. Angela oversees our firm’s client…
