Resources
Featured Resources
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
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Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
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Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Professional Financial Advice in New Town Williamsburg and Port Warwick Newport News
With offices in the New Town area of Williamsburg and Port Warwick of Newport News, our strategic locations offer clients access to experiencedfinancial advice without having to leave town to get it. Contact us today to learn how we can help you on your financial journey.


