Financially Free

Receive practical tips on how to free yourself from financial stress. Hear the inner thoughts of a financial planner as he encounters various financial situations.

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Blog: How to Do a Backdoor ROTH IRA in 3 Easy Steps!

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You no longer qualify for a Roth? You can still get huge tax savings by doing a Backdoor Roth. There’s a tax loophole that makes this possible. This video explains 3 easy steps on how to do a legal Roth hack as well as some common pitfalls to avoid!  

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Blog: House Buying And Selling Tips!

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Planning to buy a home? Selling your condo? Alvin Carlos (District Capital) and Yen Le (Long & Foster) discuss the state of the DC/MD/VA real estate market in light of the pandemic. We offer tips for home buyers and sellers!

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Blog: 3 Common Mistakes With Roth IRAs

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Have you started contributing to a Roth IRA? Here are three very common mistakes people make with Roth IRA’s. Make sure they don’t apply to you now or in the future!

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Blog: How to Save More Money in 2020

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Are you interested in building your savings in 2020? There are many ways to do this – listen here as Alvin discusses three practical changes you can make to save more money!  

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Blog: 3 Ways to Bridge the Racial Wealth Gap

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Are you looking for productive ways to help the fight against racial inequality? Here are three tips on how to bridge the racial wealth gap through your financial choices!

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Blog: How to Select Stocks that are Worth Buying


Getting started in picking your own stocks can be risky and confusing. Alvin outlines a few tips for picking your own stocks without making expensive mistakes!

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BLOG: Lost Your Job Due to Pandemic?

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Many Americans have lost their job during the pandemic. Listen here as Alvin shares some ways to stay afloat with your finances if you lost your job.

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Blog: Fossil Fuel Free Investing

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Many investors are contemplating ways they can transition some of their investments to align with their values – specifically environmentally conscious values.  Learn some misconceptions and benefits of going fossil fuel free and how you can realign your investments in our video here.    

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BLOG: Lessons from the 1918 Pandemic

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Listen here as Alvin Carlos shares some lessons we have learned from the Pandemic of 1918 that can help us during this modern day pandemic.  

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BLOG: Have We Reached the Stock Market Bottom?

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Alvin Carlos discusses the decline in the stock market and answers five frequently asked questions in this short video.

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