financial planning

April 21, 2021 | Abby Espiritu

Public Libraries to Host Financial Literacy Conversation With ‘The Color of Money’ Columnist Michelle Singletary

In celebration of National Financial Literacy Month, Montgomery County Public Libraries (MCPL) will be hosting a virtual conversation, “Five Steps to Thrive During a Financial Crisis and Beyond,” with Washington Post’s Michelle Singletary on Saturday, April 24. Singletary, a University of Maryland and Johns Hopkins University alumna, writes the award-winning nationally syndicated personal finance column […]

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March 3, 2021 | Grace Kpetemey

County Offers Free Financial Seminars for Women

In honor of Women’s History Month, the Montgomery County Commission for Women and Montgomery County Public Libraries (MCPL) are offering free financial health and wellness seminars for women.  The seminars are designed to help women strengthen their knowledge on financial matters. Though the seminars are tailored for women, they are open to all county residents.  […]

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July 13, 2020 | Alvin Carlos, CFA, CFP®

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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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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