Financially Free

October 19, 2020 | Alvin Carlos, CFA, CFP®

Blog: 2020 Election: How Should You Invest?

Questions about investing during an election year? You’re not alone! The 2020 Election has people asking questions about how to position their 401k, IRA, and their overall investment portfolio. I’ll explore a few thoughts on this here!

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October 8, 2020 | Alvin Carlos, CFA, CFP®

Blog: Should I Buy a Vacation Home?

Have you been thinking of buying a vacation home? Maybe somewhere close to the water or a cabin in the mountains? It’s nice to have a place to getaway, right? In this video, I’m going to share with you five questions you can ask yourself to help decide whether or not buying a vacation home […]

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October 6, 2020 | Alvin Carlos, CFA, CFP®

Blog: Payroll Tax Deferral Explained!

Have you been hearing talk about the payroll tax deferral program? All the chatter has some people wondering if it does or doesn’t apply to them. Check out this video to hear some details about the program that you may not know!

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

Blog: Tax-Free Investing for YouTubers

Are you a YouTuber who’s now making six or seven figures from your YouTube channel? Do you want to invest and grow your YouTube money in a tax free manner? If your answer to both is YES, then this video is for you! I’ll give you three options you can use to invest and grow […]

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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

    If you have an old 401k because you changed jobs or you’re not fully self-employed, you might have to decide what to do with that 401(k) account you contributed to every payday.   Before you do a rollover IRA, which most people will tell you what you should do, you may want to […]

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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!

Roth IRAs are a great way to grow money tax-free. However, once you reach a certain income level, you are likely no longer eligible to contribute to a Roth IRA. Luckily, you might be able to take advantage of a tax loophole that came about in 2010. Read on for the steps to create a […]

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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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