Financially Free

April 12, 2021 | Alvin Carlos, CFA, CFP®

Blog: 4 Reasons to Hire a Fee-Only Financial Planner

Hiring a financial planner is a big step and you might want to consider hiring a fee-only financial planner. You will be divulging very personal information to a “stranger.” You will be sharing how much you make, how much you’ve saved, and how much debt you have. You will be sharing your hopes, dreams, and […]

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April 1, 2021 | Alvin Carlos, CFA, CFP®

Best Account for Children’s Savings

Blog: What is the Best Account for Children’s Savings?

Do you have a son or daughter? Do you want to set up a savings account for them? You can help your children get set up for the future by having them develop those good financial habits early on. In this article, I’m going to answer three questions related to setting up a savings account […]

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March 31, 2021 | Alvin Carlos, CFA, CFP®

Blog: Three Biggest 401k Mistakes!

Understanding your 401k can sometimes be difficult. It’s possible that you’re making mistakes with your 401k that you aren’t even aware of. In this video, Alvin Carlos, from District Capital Management, will help you avoid three of the biggest mistakes people make with their 401k.

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March 30, 2021 | Alvin Carlos, CFA, CFP®

529 versus ROTH

Blog: Pros and Cons of a 529 College Savings Plan

  Would you like to start saving for your child’s college? In this article, we will discuss the pros and cons of saving through a 529 college savings plan. If you live in DC, Maryland, or Virginia, we will also cover the ins and outs of the 529 Maryland, 529 DC and 529 VA plans.  […]

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March 26, 2021 | Alvin Carlos, CFA, CFP®

Blog: Top Three Thrift Savings Plan Tips

Are you working in a government job or serving in the military? If so, watch this video for three tips that can help you make sure you are maximizing your Thrift Savings Plan (TSP) allocation!

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March 22, 2021 | Alvin Carlos, CFA, CFP®

Roth IRA

Blog: What is the Best Roth IRA Calculator?

Do you want to know how much you can contribute to a Roth IRA this year? The main benefit of contributing to a Roth is you will be able to grow your investments tax-free. However, if you deposit money into your Roth IRA while no longer being eligible (or more than the allowable amount), the […]

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February 9, 2021 | Alvin Carlos, CFA, CFP®

Blog: 3 Types of Insurance You’re Forgetting

Will you get injured? Could someone sue you? Could you injure someone else?  These are terrible events that seem unlikely.  Contrarily, they actually happen more often than you think. In this video, Alvin shares the three types of insurance you’re probably forgetting.  Consider getting these to protect your hard-earned money.  

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February 9, 2021 | Alvin Carlos, CFA, CFP®

Blog: 4 Questions to Ask a Potential Financial Advisor

Have you thought about hiring a financial planner?  If so, you may be wondering what you should know about them before you hire them.  In this video Shanna Due, of District Capital Management, talks about four questions that can help you find the right advisor for you!  

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January 25, 2021 | Alvin Carlos, CFA, CFP®

Blog: How to Rollover an IRA to 401k

If you have recently started a Backdoor ROTH IRA, you may be at the point where you need to Rollover your IRA to a 401K. In this video, I’m going to show you how to move your Rollover or SEP IRA to your 401k.  

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November 23, 2020 | Alvin Carlos, CFA, CFP®

Blog: Financial Advisor: How to Find One You Can Trust!

Deciding to hire a financial advisor can be a big decision.  Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.  This video explores some of the most reputable sources to use (nationwide) as you search for a financial advisor that fits your needs!

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