Personal Finance Blog

rebuild virginia grant
Key COVID relief program for Virginia’s small businesses being expanded
On October 28th, Virginia governor Ralph Northam announced several key updates to the Rebuild VA Grant Fund, the state-wide economic relief program created in August to help local small business get through the pandemic.  Updates to the Rebuild VA Grant Fund...
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how long to keep tax returns
How Long Should You Keep Tax Returns?
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A lot of folks look like they're auditioning for the show Hoarders when it comes to how long to keep tax returns. Who can blame them? The IRS isn't exactly the most popular show in town.  But in reality, how...
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how much life insurance do i need
How Much Life Insurance Do I Need?
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Ben Franklin said it best: "The only thing certain in life is death and taxes".  Not many folks like thinking about their own demise, but it's our job as financial advisors to have these difficult conversations. So, once you accept...
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how much money do i need to retire
How Much Money Do You Need to Retire?
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If you're in your 50s or 60s, undoubtedly you've asked yourself this question at least once: "how much money do I need to retire?". Maybe retirement is right around the corner, or maybe you're looking years or decades out into...
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whats the difference between a roth ira and a traditional ira
Roth IRA vs. Traditional IRA: What’s the Difference?
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  Quick Summary When it comes to saving for retirement, the major question is Roth IRA vs Traditional IRA...what's the difference? This blog will teach you all the similarities and differences of Roth IRA vs Traditional IRA, and help you...
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