financial planning

June 9, 2020 | Juanita Farmer, CPA

Blog: Pass on Wealth to Heirs Using These Strategies

Individuals with significant assets who want to transfer wealth to heirs tax-free, as well as minimize estate taxes, should take advantage of proven tax strategies such as gifting and direct payments to educational institutions; however low interest rates and a volatile stock market are creating additional opportunities. Let’s take a look at some of the […]

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November 3, 2019 | Juanita Farmer, CPA

Small Business: Tips for Ensuring Financial Success

Can you point your company in the direction of financial success, step on the gas, and then sit back and wait to arrive at your destination? While you may wish it was that easy, the truth is that you can’t let your business run on autopilot and expect good results and any business owner knows […]

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October 1, 2019 | Alvin Carlos, CFA, CFP®

Top Three Tax Tips for Small Business Owners

District Capital’s Alvin Carlos shares his top three tax-related tips for small business owners.

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September 25, 2019 | Alvin Carlos, CFA, CFP®

3 Ways to Teach Our Kids About Money

District Capital’s Shanna Due shares some creative ways we can teach our kids about money.     Start talking about money with children early. Make it visual. Give them responsibility over their money.  

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August 28, 2019 | Alvin Carlos, CFA, CFP®

Day-to-Day Spending

In this week’s video, District Capital’s Shanna Due discusses how she approached her own family’s spending plan for the upcoming year and how to respond to unexpected expenses.  

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July 30, 2019 | Alvin Carlos, CFA, CFP®

3 Questions Before Making a Big Buy

This week, District Capital’s Shanna Due discusses the three questions you should consider before making a large purchase.

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July 22, 2019 | Alvin Carlos, CFA, CFP®

Changing Jobs? 4 Tips

If you’re changing jobs soon or you’re looking to do so, here are four things that you should be thinking about!

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July 5, 2019 | Alvin Carlos, CFA, CFP®

7 Ways the New House Bill May Affect You

The House recently passed the Secure Act – what does that mean for your personal finances? Watch District Capital’s Alvin Carlos’s recent analysis into the ways in which the new bill (expected to be signed into law) may affect you.

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July 1, 2019 | Alvin Carlos, CFA, CFP®

Freeing Financial Clutter

District Capital’s Shanna Due shares how to get organized and free yourself from financial clutter.  

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May 20, 2019 | Alvin Carlos, CFA, CFP®

Pros and Cons of Robo-Advisors

Watch the video below to learn about the pros and cons about using Robo-Advisors. Hire District Capital in Washington, DC as your holistic financial planner.

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