Financial Planning Blog

how long will $1 million last
coronavirus economy
Changes Coming to the Paycheck Protection Program
On Friday, June 5th President Trump signed into law the Paycheck Protection Flexibility Act, after it swiftly passed through Congress early last week. This new law makes several changes to the popular Paycheck Protection Program (PPP), which was created to...
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when do I need to sign up for medicare
When do I need to sign up for Medicare?
When do I need to sign up for Medicare? This is a question we get all the time, especially as retirement becomes more of a reality. In this post we will cover everything you need to know about when to...
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financial tips during covid-19
Webinar Replay: Controlling Your Finances in an Uncontrollable World
Miss the live webinar? No problem! Check out the replay on-demand. Disclosures: Taylor Hoffman is an SEC registered investment adviser with its principal place of business in the State of Virginia. Any references to the terms “registered investment adviser” or...
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Congress Approves, President Signs Into Law $2 Trillion Economic Aid Package
On Friday, March 27 President Trump signed into law a sweeping $2 trillion economic stimulus package designed to support American households and businesses in the midst of the ongoing coronavirus pandemic.  Naturally, a government program that provides over $2 trillion...
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how much does medicare cost
What Does Medicare Cover (and how much does it cost)?
Navigating Medicare can be one of the most unexpectedly frustrating parts of retirement. In fact, you wouldn't be alone in thinking it just about takes an advanced degree and a case of Red Bull to decipher the whole system. To...
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required minimum distributions
A Comprehensive Guide to Required Minimum Distributions
Breaking News:  on December 20, 2019 the SECURE Act was signed into law. Among other provisions, this bill substantially impacts the rules surrounding Required Minimum Distributions. The new laws are summarized in red in each relevant section below. We have...
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Giving Tuesday 2019
’Tis the Season for Gifting – Giving Tuesday 2019 Edition
Three simple charitable donation strategies to consider this Giving Tuesday (or before the end of the year) What better day than Giving Tuesday to re-run our charitable gifting blog from December 2018? Continue reading below to see three simple ways...
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money fears
Throwback Thursday: Conquering Financial Stress
Happy Halloween! When it comes to money, do you feel more tricked than treated? Don't let managing your finances spook you more than ghosts, ghouls, and other things that go bump in the night. Money is a difficult thing to...
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virginia unclaimed property search
Lost & Found: The Unclaimed Property Program
Few things in life beat reaching into an old coat and finding a crumpled up $20 bill Before you start digging into every jacket pocket or flipping over couch cushions, consider there might be an easier way to find lost...
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