personal Finance

January 2, 2018 | Juanita Farmer, CPA

Important Tax Changes for 2018

As the New Year rolls around, it’s always a sure bet that there will be changes to current tax law and 2018 is no different now that many of the tax provisions pursuant to the Tax Cuts and Jobs Act of 2017 (TCJA) are in full effect. From health savings accounts to tax rate schedules […]

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March 24, 2017 | Mark Avallone, MBA, CFP®, CRPS®

Not So Fast: The Risks Of Co-Signing A Credit Card

“Neither a borrower nor a lender be; for loan oft loses both itself and friend,” famously counsels Polonius in Shakespeare’s Hamlet. Today he might have said, “Neither a borrower nor co-signer be.” Co-signing on loans for friends or family members is entered into with good intentions, but many people are unaware of the risks associated […]

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February 26, 2017 | Staff Writer

Germantown, Gaithersburg, Silver Spring and Rockville Make Top 10 List of Most Diverse Cities

Four of the top 10 culturally diverse cities in the country are in Montgomery County, according to a new report by WalletHub. The personal finance website compared 501 of the largest U.S. cities using three indicators: ethnicity and race, language and birthplace. According to the 2017 findings, Jersey City, New Jersey is the most diverse […]

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February 9, 2017 | Mark Avallone, MBA, CFP®, CRPS®

How to Succeed Financially During and After a Divorce

Few people enter a marriage expecting it to end in divorce, but unfortunately, many marriages do. While no one wants to plan for a divorce, sound financial planning can help ease or protect against the financial effects of a divorce, should one come to pass. Below are 9 steps you can take that will serve […]

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August 9, 2016 | Juanita Farmer, CPA

Five Ways to Improve Your Financial Situation

If you are having trouble paying your debts, it is important to take action sooner rather than later. Doing nothing leads to much larger problems in the future, whether it’s a bad credit record or bankruptcy resulting in the loss of assets and even your home. If you’re in financial trouble, then here are some […]

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June 9, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Five Financial Concepts Your Teens Should Understand Before High School Graduation

With graduation around the corner, high school seniors and their parents are focused on graduation requirements and what will be needed to start their college education off to a great start. But what about their personal finance education requirements? Are financial skills included in a student’s formal education? Not usually. In fact, I am astonished […]

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