by Ryan Stille | Jul 1, 2020 | Family, Financial Planning, Large Purchases, Taxes, Values
I’m really looking forward to this holiday weekend and, believe it or not, the second half of the year. Where did the time go? This is a great time to review the status of your “financial house” and other life planning decisions that may have been pushed off. It’s...
by Ryan Stille | Jun 25, 2020 | Financial Planning, Values
All great athletes at the top of their game have a coach. Often, they may have several coaches that work on unique aspects of their game so they may perform at the highest level. Coaches are not limited to athletics, some of the top performing professionals in their...
by Ryan Stille | Jun 23, 2020 | Financial Planning, Values
In the coming week there is a fair bit of change arriving on the financial landscape. As a consumer, the financial professional with whom you choose to work with will have more disclosures to provide you in your ongoing relationship. Here’s what you need to be aware...
by Ryan Stille | Jun 4, 2020 | Financial Planning, Investments, Retirement, Values
Last time we covered some key elements to our annual review process with clients. We understand planning takes a lot of brain power and time, attempting to cover everything in a single meeting is not always efficient or effective for many busy clients. Spreading out...
by Ryan Stille | Jun 2, 2020 | Financial Planning, Investments, Retirement, Values
As summer approaches our firm has just completed the first half of all annual plan reviews with our clients. Financial planning continues to evolve and encompasses a wide array of services, needs, and considerations. It’s been our experience that attempting to...
by Ryan Stille | May 14, 2020 | Family, Values
Friday May 15th was to be “Bike to Work Day” here in Northern Virginia, DC, and Maryland. Unfortunately, it’s been cancelled but will be back, better than ever, next year (fingers crossed!). If you haven’t been outside on your bike lately, you’re really missing some...
