Financially Free

September 16, 2020 | Alvin Carlos, CFA, CFP®

Blog: Best Way to Consolidate Credit Card Debt

Are you tired of carrying credit card debt? Alvin Carlos, CFA, CFP® shares three tips on how you can consolidate your credit card debt and get on a path towards being debt-free.

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September 16, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Restricted Stock Units (RSU) Explained

Wondering about Restricted Stock Units or RSUs? You’ve come to the right video. Alvin Carlos explains what they are, tax implications and how you can use them best.

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September 14, 2020 | Alvin Carlos, CFA, CFP®

BLOG: Rollover IRA: 3 Reasons You Should NOT

Is rolling over your old 401k to a Rollover IRA really best? If you have an old 401k because you changed jobs or you’re now fully self-employed, the most popular choice is to move your old 401k into a Rollover IRA. You may want to hit pause on that, because it may not be the […]

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August 24, 2020 | Alvin Carlos, CFA, CFP®

Blog: Is the Stock Market Overvalued?

Do you wonder why the stock market continues to rise?  Is the stock market overvalued?  Watch here as I discuss two sides of this debate.

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August 4, 2020 | Alvin Carlos, CFA, CFP®

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

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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July 31, 2020 | Alvin Carlos, CFA, CFP®

Blog: House Buying And Selling Tips!

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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July 21, 2020 | Alvin Carlos, CFA, CFP®

Blog: 3 Common Mistakes With Roth IRAs

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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July 20, 2020 | Alvin Carlos, CFA, CFP®

Blog: How to Save More Money in 2020

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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July 14, 2020 | Alvin Carlos, CFA, CFP®

Blog: 3 Ways to Bridge the Racial Wealth Gap

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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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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