How much do you need to save for retirement? 5 Tips from an LGBT Financial Advisor While saving for retirement is hardly sexual-orientation specific, as an LGBT individual or family, it can be difficult to know how much to save. The needs of LGBT people can be very different from others. There are a lot…
Investing In Washington DC Real Estate Is investing in Washington DC real estate the right move for you? Key points Housing demand is driven by the federal government, so investing in DC real estate can diversify your portfolio Look to invest at least $250-500K in equity DC real estate is exceptionally diverse, so local knowledge…
Should you refinance credit card debt? Please note, I am NOT compensated by any credit card company. This is one of the few places you will find unbiased advice about whether to refinance your credit card debt. You might be surprised at the type of people who ask me whether to refinance credit card debt.…
Should I buy or rent? Financial advice for the potential home-buyer and real estate investor One of the most common questions I get as a financial advisor and asset manager is the following: Should I buy or rent? You might be surprised that everyone asks this question. 25-35 years: Younger professionals looking at their first…
Washington DC Taxes Should you move to Virginia or Maryland for tax reasons? I often see other wealth management companies ignore taxation issues. An assumption that it is what it is. Such an approach is lazy! Taxes are the single largest expense for high-net-worth and affluent families. The average family pays around 28% in…
Family Financial Advice What to do if you and your husband can’t agree on finances You’ve probably been in the situation… You see a financial issue that concerns you and your family. Staring you right in the face. Ugly and scary, crying out for you to do something about it. But somehow, your husband…
How to save more money And get more enjoyment too! As a financial advisor, one of the most common questions I get from clients is: “Where does all my money go?” Everyone asks me this question. Whether rich or poor, young or old. It seems as if every paycheck just disappears. It’s not as if…