Local Blogs

September 25, 2020 | Carey Heller, Psy.D.

Blog: How to Evaluate if Your Child or Teen is Struggling with School or Virtual Learning

For those of you who have had your child or teen at home during distance learning, you may have had the opportunity to observe them in school in a way that you never would have gotten to do so otherwise. At the same time, this new insight may make you wonder if your child or […]

Read more

September 21, 2020 | Juanita Farmer, CPA

Blog: Preparing for a Successful Retirement

As you approach retirement, it’s vital that you pay attention to several important financial matters to ensure a smooth transition. Here are five of them: 1. Health Insurance Are you among the lucky few who will continue to be covered after retirement? If not, then you’ll need to replace your health coverage. If you will […]

Read more

September 21, 2020 | Alvin Carlos, CFA, CFP®

Blog: Tax-Free Investing for YouTubers

Are you a YouTuber who’s now making six or seven figures from your YouTube channel? Do you want to invest and grow your YouTube money in a tax free manner? If your answer to both is YES, then this video is for you! I’ll give you three options you can use to invest and grow […]

Read more

September 16, 2020 | Alvin Carlos, CFA, CFP®

Blog: Best Way to Consolidate Credit Card Debt

Are you tired of carrying credit card debt? Alvin Carlos, CFA, CFP® shares three tips on how you can consolidate your credit card debt and get on a path towards being debt-free.

Read more

September 16, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Restricted Stock Units (RSU) Explained

Wondering about Restricted Stock Units or RSUs? You’ve come to the right video. Alvin Carlos explains what they are, tax implications and how you can use them best.

Read more

September 15, 2020 | Juanita Farmer, CPA

Blog: It’s Never Too Early to Check Tax Withholding

While it probably seems like tax season just ended, it is never too early to do a “Paycheck Checkup” to make sure the right amount of tax is withheld from earnings – and avoid a tax surprise next year when filing your 2020 tax return. As a reminder, because income taxes operate as a pay-as-you-go […]

Read more

September 15, 2020 | Carey Heller, Psy.D.

Blog: Setting up a Distance Learning Space and Modifying it as Needed

With the school year underway by now for virtually all students in the area, many parents have setup some sort of workspace for their child or teen. Whether you setup a very elaborate area or a simple desk or chair, here are a few recommendations on things to look for to decide if the setup […]

Read more

September 15, 2020 | Laura Rowles

Blog: GGCC Holds 30th Annual Business Golf Classic

The Gaithersburg-Germantown Chamber of Commerce (GGCC) held its 30th Annual Business Golf Classic at Worthington Manor Golf Club, 8329 Fingerboard Road, Urbana, Maryland on Friday, Sept. 11, 2020. Tournament participants enjoyed a variety of competitions in addition to 18 holes of scramble golf tournament play. “It was a great outing,” said Marilyn Balcombe, GGCC Executive […]

Read more

September 14, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Rollover IRA: 3 Reasons You Should NOT

Is rolling over your old 401k to a Rollover IRA really best? If you have an old 401k because you changed jobs or you’re now fully self-employed, the most popular choice is to move your old 401k into a Rollover IRA. You may want to hit pause on that, because it may not be the […]

Read more

September 9, 2020 | Juanita Farmer, CPA

Blog: Small Business Update: Payroll Tax Deferral

On August 8, 2020, the President issued a Memorandum allowing employers to defer withholding and payment of an employee’s portion of the Social Security tax (i.e., the 6.2% FICA portion of the federal payroll tax on employees). Medicare taxes, however, are not covered. The payroll tax deferral is effective starting September 1, 2020, and also […]

Read more

Engage us on Facebook

Follow us on Twitter