Financial Advisor For You

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Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

Tomorrow: 9:00 am - 5:00 pm

(202) 257-6499Call Visit WebsiteVisit Website Map & DirectionsDirections1820 Wyoming Ave NWWashington, DC 20009 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

Financial Advisor For You

Tax Planning
A two-hour consultation in which I answer questions that you have regarding your finances. The topics can range from cash flow/savings assessment, debt management, college funding, income tax planning, insurance issues, retirement savings, and estate planning. It is slimmed down version of the Comprehensive Financial Plan or Retirement Check-Up in which we work on the issues in real-time during the session. At the end, you will have answers to your questions and steps to move forward.

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Places Near Washington with Investment Advisory Service

Chevy Chase (7 miles)
Arlington (7 miles)
Silver Spring (8 miles)
Bethesda (9 miles)
Hyattsville (9 miles)
Capitol Heights (12 miles)
Falls Church (12 miles)
Mc Lean (12 miles)
Alexandria (13 miles)
Temple Hills (14 miles)

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Payment method: amex, discover, master card, visa, cash
Neighborhoods: Adams Morgan, Northwest Washington
Other Link: https://www.financialadvisorforyou.com
Categories: Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (202) 257-6499

Address: 1820 Wyoming Ave NW, Washington, DC 20009

Website: https://www.financialadvisorforyou.com

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Financial Advisor For You

Tax Planning
A two-hour consultation in which I answer questions that you have regarding your finances. The topics can range from cash flow/savings assessment, debt management, college funding, income tax planning, insurance issues, retirement savings, and estate planning. It is slimmed down version of the Comprehensive Financial Plan or Retirement Check-Up in which we work on the issues in real-time during the session. At the end, you will have answers to your questions and steps to move forward.
Roth IRA
One strategy to lower your taxes in the future is to convert a portion of the account to Roth status before RMDs begin. The benefit of a Roth IRA is that you do not have to take distributions and the money grows tax-free.
Tax Deductions
I stand by my prior recommendation that DC residents should continue to invest only the amount in the DC 529 Plan necessary to get the DC annual tax deduction ($4,000 per account holder or $8,000 if a married couple has two accounts).
Income Tax
I always thought that municipal bond funds were only for investors in upper income tax brackets. The lower interest rates that municipal bonds pay are offset by the fact that interest from these funds is tax exempt. Thus only high earners benefit. My recent research shows that this isn’t necessarily the case. In fact, municipal […]

Investment Management
Registered investment advisors (“RIAs”) regulated by the Securities and Exchange Commission (SEC) also have a fiduciary duty. But their fiduciary duty applies to investment management only and not to broader financial planning, which considers a client’s entire perspective. You can check their credentials here.
Mutual Funds
Over two years ago Fidelity Investments began offering several index or passive, no-fee mutual funds. The two main funds track indices of the entire domestic stock market and all of the international stock markets. No-fee funds have the potential to increase your investment returns. Management and administration fees otherwise reduce the fund’s return. At the […]
Bonds
Wealth Management
For nearly two years federal and state authorities have been investigating the bank’s business practices and have uncovered disturbing trends. The first investigation uncovered the secret creation of millions of bank and credit card accounts without their customers knowing it. Other practices include fraudulent charges imposed on auto and mortgage loan customers as well as on its wealth-management clients.

Financial Planning
I founded Financial Advisor For You, LLC to provide young professionals and people nearing retirement with affordable, expert, and independent personal financial planning advice free from any sales pressure. Personal financial advisors should put their clients first, without the appearance of any bias or pushy sales tactics.
Retirement Planning
A focus on you is especially important as you are increasingly required to control all aspects of your financial life – from investment selection and management, insurance coverage decisions, retirement planning and execution, college funding, cash flow management, Social Security claiming decisions, and debt repayment.
Long Term Care
Most federal employees with an FEHB plan will sign up for Part A (hospitalization). Part A does not have a monthly premium. Part A includes coverage for inpatient hospitalization, some skilled nursing care (but not long-term care), hospice, and home health care. It doesn’t cover the physicians you see in the hospital however. You need Part B for that.
Asset Management
Asset allocation – the allocation between stocks and bonds — is the single most important decision that you can make to influence the portfolio’s return. A greater stock allocation has historically meant a greater return but with more volatility.
College Funding
The District of Columbia recently revamped its 529 College Savings Plan. The new plan offers lower cost investment options than the old plan’s offerings. DC also eliminated the high-cost advisor sold option! These changes are a welcome improvement. DC, however, missed an opportunity for its 529 plan to become the low-cost leader. And I don’t […]
Reverse Mortgages
Creative use of a reverse mortgage line of credit can make your retirement more secure. Recent scholarship suggests that opening a reverse mortgage line of credit and not using it until it is necessary, if at all, creates the most downside protection if you run short of retirement savings. This strategy allows the line of […]

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