Download Our Tax Reform Ebook!
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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This worksheet can help you estimate the costs of a four-year college program.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Second marriages are a trigger event to revisit any existing estate strategies.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Retirees traveling abroad need to know that their health insurance travels with them.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Make your retirement as exciting as your next vacation.
What are your options for investing in emerging markets?