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In The Long Run...

“In the Short-Run, the Market Is a Voting Machine, But in the Long-Run, the Market Is a Weighing Machine” – Warren Buffett

Retirement Tax Planning

Roth Conversions

Lamont Brown MBA, CFP® -  
25 April 2024
For many the idea of paying more taxes in retirement is overwhelming. And even worst is leaving a tax burden to those you care about. This is a challenge that is only going to get ...
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Wealth Management Fredericksburg, Virginia

Secure Your Legacy: The Importance of Estate Planning

Lamont Brown MBA, CFP® -  
16 April 2024
Only 34 percent of Americans have created an estate plan according to an AARP article titled "8 Common Estate Planning Mistakes". For most estate planning is not something on the ...
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