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    The more that you read, the more things you will know. The more that you learn, the more places you’ll go.
    – Dr. Seuss, I Can Read With My Eyes Shut!

    Election Year 2020 Impact on Taxes, Life and Financial Planning

    The primaries are over, and the party conventions have occurred. For many, the positions of the candidates have never been more clearly drawn.  To learn more, download the pdf here.
    Election Year 2020

    Weigh the many options with long-term care insurance

    It’s important to understand all your options when it comes to buying long-term care insurance. With so many alternative plans being offered today, a traditional plan may not be your best choice. It all depends on your needs.
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    The Basics of Employee Benefits

    Once you have great employees on board, how do you keep them from jumping ship? One way is by offering a good benefits package.
    CONTINUE READING

    Collapse of Long-Term Care Insurer Reflects Deep Industry Woes

    A pair of small Pennsylvania insurers focused on long-term care could soon become one of the nation’s costliest insurance failures ever, highlighting the widespread problems that have plagued the industry niche for more than a decade.
    CONTINUE READING

    Latest News

    COVID-19: How it Impacts Life & Disability Income Insurance

    COVID-19: How it Impacts Life & Disability Income Insurance

    I wanted to take the time to answer a few questions about COVID-19 and your life and disability income insurance policies.

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    WHY SHOULD I THINK ABOUT MAKING AN ADVANCE DIRECTIVE?

    WHY SHOULD I THINK ABOUT MAKING AN ADVANCE DIRECTIVE?

    It’s safe to say that when it comes to your own health care, no one knows your medical history, your support system, what works for you, and what doesn’t work for you bett [...]

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    THINGS YOU MAY WANT TO KNOW ABOUT THE SECURE ACT AND HOW IT MAY IMPACT YOUR RETIREMENT PLAN AND ASSETS

    THINGS YOU MAY WANT TO KNOW ABOUT THE SECURE ACT AND HOW IT MAY IMPACT YOUR RETIREMENT PLAN AND ASSETS

    On Dec. 20, 2019, the SECURE (Setting Every Community Up for Retirement Enhancement) Act was passed into law. Two key provisions of the SECURE Act that you should note include [...]

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    “Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients.”

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    7657 Leesburg Pike, Falls Church, VA 22043

    703.760.4630

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