Go Back Up

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

Fredericksburg, Virginia Tax Planning inheritance

Inheriting Investment Accounts: A Comprehensive Guide

Lamont Brown MBA, CFP® -  
12 June 2024
Inheriting investment accounts after the death of a loved one can be a challenging and emotional experience. If you find yourself in this situation you want to quickly understand ...
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 ...