Local Blogs

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 30, 2021 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Blog: Four Bond Market Risks That Can Impact Your Investment Portfolio

Typically, most investors are concerned about the rise and fall of the stock market. Daily stock market monitoring on the major business news outlets adds to a hyper short-term focus on the Dow Jones Industrial Average or the S&P 500. And yes, stock market moves will likely impact a portfolio more than movements in bonds, […]

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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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March 19, 2021 | Juanita Farmer, CPA

Blog: Small Business Tax Roundup

Tax changes due to recent legislation such as the Tax Cuts and Jobs Act and the CARES Act affect both individual taxpayers and small businesses. In 2020, the IRS issued several guidance documents and final rules and regulations that clarified several tax provisions affecting businesses. Here are five of them: PPP Expenses Now Deductible Deductions […]

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March 19, 2021 | Laura Rowles

Blog: Create Memories at We Art Fun in Germantown

Create your own masterpiece at Germantown’s newest art studio, We Art Fun. The Gaithersburg-Germantown Chamber of Commerce (GGCC) conducted a COVID-19 ribbon cutting ceremony and joined We Art Fun to celebrate their grand opening on March 18. They are located at 19847 Century Boulevard, Unit G, in Germantown. They offer pieces of ceramic, including painting […]

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March 18, 2021 | Khadijah Ali-Coleman, Ed.D.

Poet LC Williams Uses Poetry to Tell the Stories that Need Telling

In this episode of ArtsEnPower, Shahyan S. interviews award-winning poet LC Williams. Sharing her journey towards becoming a writer, LC Williams talks about her travels to Amsterdam and her views on how poetry should speak to the times.  ArtsEnPower is a youth-produced program series that focuses on the ways that creative people use their artistry […]

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March 15, 2021 | Wendy Taylor

Blog: Connecting with Students Virtually

One of the biggest downsides of online learning, in my personal opinion, is the loss of community and the severely diminished level of engagement that comes from no longer having a physical classroom. Regardless of our content area or our students’ age group, there is something about being in the same physical learning space that conjures up a special type of magic. Personalities […]

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March 12, 2021 | Laura Rowles

Blog: Local Dispensary Offering Delivery, Curbside Pick-Me-Ups Opens in Montgomery Village

A local medical cannabis dispensary, focusing on your relationship with cannabis, is now open in Montgomery Village. The Gaithersburg-Germantown Chamber of Commerce (GGCC) conducted a COVID-19 ribbon-cutting ceremony and joined Curaleaf Dispensary to celebrate their grand reopening on March 12. They are located at 10011 Stedwick Road in Gaithersburg. Curaleaf’s mission is to produce pharmaceutical-grade, […]

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March 12, 2021 | Juanita Farmer, CPA

Blog: Tax Breaks for Families With Children

If you have children, one or more of these tax credits and deductions could help your family reduce the amount of tax owed when you file your 2020 tax return. Let’s take a look: 1. Child Tax Credit Generally, taxpayers can claim the Child Tax Credit for each qualifying child under the age of 17. […]

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