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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.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are common mistakes you can avoid when saving for retirement.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What is your plan for health care during retirement?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”