823 S. King St., SW, Suite I
Leesburg,
VA
20175
Phone:
- 703-777-8004
Fax:
- 703-777-8097
E-mail:
Newsletters
-
Fixed for Life: What Can an Annuity Do for You?
Do you know the difference between immediate and deferred annuities and options for annuitization? Read this article to find out.
-
New Life for Your Old Insurance Policy
Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.
-
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
-
IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?