823 S. King St., SW, Suite I
Leesburg,
VA
20175
Phone:
- 703-777-8004
Fax:
- 703-777-8097
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Newsletters
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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Adjusting Your Tax Withholding
Consider adjustments to income tax withholding after viewing the prior year’s tax results. See which situations might require special attention.
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HOT TOPIC: The Fed Pivots to Fight Inflation
This article looks at the strategy behind the Fed’s monetary policy shift and the potential consequences for consumers, investors, and the economy.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?