The end of the year sparks many of us to give to charitable causes. What if we were more purposeful with our giving strategy? As part of year-end tax planning a financial planner can walk you through different strategies [...]
Summer break is coming to an end and another school year is upon us. Stores are filled with back to school supplies and clothes and shoe shopping is in full swing. Social media will soon be filled with 1st [...]
Important questions to ask when choosing the right person to help plan your financial future Let’s be honest: keeping up with the current state of financial markets and navigating the ins and outs of investing is daunting. Who has the [...]
“Investor decisions are the biggest determinant of success, not investment returns” With the world emerging from a global pandemic, the war in Ukraine, political uncertainties and a host of other unexpected forces, investors today are being subjected to an [...]
We all go into marriage hoping for the happily-ever-after ending, but often it doesn’t work out that way. The divorce process requires both spouses to make a host of difficult decisions around financial topics that may be unfamiliar, complicated [...]
Women today account for or influence 70-80 percent of all buying decisions. The ‘female economy’ was estimated by Forbes in 2017 to be worth $18 trillion, and continues to grow. These statistics reveal the crucial role women play in [...]
What are the Most Important Financial Resolutions I Should Have for 2022? Everyone has different priorities but here are the top four I recommend: 1. Protect Your Estate Review and update your estate documents. The primary purpose of a will [...]
Find a Financial advisor with deep understanding of the markets, analytical skills and training, and have a passion for finance located in Tysons. Daniel P. Lash CFP®, AIF® Partner, Financial Advisor Dan is a partner at VLP Financial Advisors [...]
The end of the year can be busy, but there are a few things you should review every year to make sure you are making the most of your money. Below is a list of items I review with [...]
According to the United States Senate Special Committee on Aging, seniors lose an estimated 2.9 billion dollars a year to con artists perpetrating scams. But older Americans aren’t the only ones targeted and susceptible to scans. The percentage of [...]
