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There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. Denise Carson, CPA, MBA, CGMA has been a Certified Public Accountant since 1985. She has completed a Masters in Business Administration with a concentration in Finance and Management Information Systems from Marymount University with honors. She has also completed a Bachelor of Science degree in Accounting from the University of Maryland and has completed an Associate of Arts degree in Business Administration. Ms. Carson is 6, 7, 63, 65 and Insurance licensed.
Our commitment to you is based on the highest professional standards. We strive to anticipate your needs and will work hard to exceed your expectations. We will always have your best interests in mind and will work with you to help you reach your financial goals. We can help you address your needs today and for many years to come. We look forward to working with you through all stages of your life, please call (703) 909-7702.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
It's important to make sure your retirement strategy anticipates health-care expenses.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
It's important to understand how inflation is reported and how it can affect investments.
The item most homeowners forget on their home improvement project checklist is insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Make your retirement as exciting as your next vacation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What does your home really cost?