Local Blogs

May 2, 2018 | Mark Avallone, MBA, CFP®, CRPS®

The Most Important Question To Ask When Buying Whole Life Insurance

You may have heard the expression, “Buy ‘term’ and invest the difference.” While this axiom makes sense for many, there are times when whole life insurance is appropriate. It may sound odd, but a good question to ask is this: “Do I want to have life insurance when I die?” If you answer yes, then […]

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May 2, 2018 | Phil Fabrizio

Warriors Prevail in Battle of Undefeated

The Sherwood Girls lacrosse team took it into sudden death overtime to beat Whitman Vikes 11-10 in Ashton on Tuesday evening, May 1.  Both MoCo teams came into the contest undefeated and are looking to improve their seedings for upcoming MPSSAA 4A playoffs.  Whitman, coming out of the MD 4A West division might just face […]

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May 2, 2018 | Daryl Schultz

Magruder Girls Lacrosse Defeats Northwest 15-13

Magruder High School Monday April 30th 2018 The night began with a celebration of Magruder Senior Lacrosse players as they played host to the Northwest Jaguars.  The Magruder senior night celebration stalled as the Jaguars of Northwest to a 6 – 4 lead into half time.  During the first five minutes of the second half […]

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May 1, 2018 | Juanita Farmer, CPA

What to do When Your Tax Return is Late

Tuesday, April 17, 2018, was the tax deadline for most taxpayers to file their tax returns. If you haven’t filed a 2017 tax return yet, it’s not too late, and it may be easier than you think. First, gather any information related to income and deductions for the tax years for which a return is […]

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May 1, 2018 | Daryl Schultz

Olney Days Celebration 2018

The Festivities of Olney Days 2018 The following is from the Greater Olney Civic Association also known as GOCA. “Over 30 years ago, Olney Days started with a parade on Georgia Ave. Now it is a full weekend of fun events to celebrate Olney – A movie night,  Joe’s Ride & Stride, Free Shred-It Event, […]

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April 30, 2018 | Phil Fabrizio

DeMatha Lacrosse Upends Quince Orchard, 21-3

In what otherwise might be misinterpreted as a football score, DeMatha Boys Lacrosse defeated Quince Orchard by a score of 21-3.  The Cougars had a tough seven days facing top ranked lax competition at Churchill on April 21, then Bullis April 25th, then traveled to Hyattsville to take on the Stags.  Top of the Class […]

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April 22, 2018 | Daryl Schultz

Gonzaga Boy’s Lacrosse Defeats Good Counsel 17-4

Good Counsel High School Olney Maryland Friday 4-20-2018 The outcome of the game between the Falcons of Good Counsel and the Eagles of Gonzaga was decided early in the contest. The first face off won by #45 O’Berry of Gonzaga was taken to the Falcon goal for the first goal of the contest, only six […]

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April 19, 2018 | Alvin Carlos, CFA, CFP®

Who Should Consider Bankruptcy?

Bankruptcy is an unattractive way to get out of debt. But one of our clients chose this path, and she’s never been happier. Meet Sue Sue (not her real name) is a single mom who works in Bethesda and lives in Prince George’s County. Half of her monthly take home pay goes to rent, and […]

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April 16, 2018 | Juanita Farmer, CPA

Late Filing and Late Payment Penalties

April 17 is the deadline for most people to file their federal income tax return and pay any taxes they owe. The bad news is that if you miss the deadline (for whatever reason) you may be assessed penalties for both failing to file a tax return and for failing to pay taxes you owe […]

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April 10, 2018 | Mark Avallone, MBA, CFP®, CRPS®

5 Tax Tips For Millennials – And Others Who Want Lower Taxes

As the tax-filing deadline nears, many people are looking for legitimate ways to lower their tax bills. While the government doesn’t make it easy, I can offer a few tips—especially for younger workers—that can help reduce that tax amount payable to Uncle Sam. 1 – Fully participate in any company-sponsored retirement plan. Whether it’s a […]

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