August 27, 2024 We are thrilled to be recognized as a 2024 Top Financial Professional by Northern Virginia Magazine! This marks 10 years that we have had this special designation, and it fully supports our mission to protect financial futures for individuals, families, and small businesses.  As an insuranc [...]

You’ve spent over 40 years saving for your retirement to make sure that once you are retired you can live comfortably. Then all of a sudden you suffer an illness or injury and you need help with your daily life. Before long the nest egg that you spent so much time working on is unable to support you. What if I told y [...]

Available at rp-25-19.pdf Health savings accounts, or HSAs, are already a great way to set aside money for medical costs. The IRS has released the 2026 cost-of-living adjusted limits for health savings accounts (HSAs) and high-deductible health plans (HDHPs): HSA Contribution Limits. The 2026 annual HSA co [...]

Key person insurance is life and/or disability insurance owned by a business on a key employee. The business pays the premiums and is the beneficiary of the policy. It is considered a risk management strategy, important for small businesses, when the loss of a key person could result in a catastrophic loss for the busi [...]