类别: 财务规划

Embarking on a journey toward higher education is an exciting endeavor for young adults. 对于一些, 大学是成年的第一步, living on their own and discovering a new world of opportunities. Over the past few decades however, the cost for this journey to self-discovery has gotten expensive. 根据美国的一份报告.S. News, college tuition has risen more than 125% over the last two decades. It is becoming increasingly imperative for parents and students to create… 阅读更多›

黛博拉E. 五月, 梅·巴恩哈德投资公司联合创始人兼高级顾问, 老葡京手机app的收费财富管理子公司, was recognized in Bethesda Magazine’s Readers’ Picks as a finalist in the Top Financial Advisors category. 在MBI网站上了解更多信息. 委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app)是一家提供税务服务的专业公司, accounting and business advisory expertise throughout the Mid-Atlantic region from offices in 马里兰州贝塞斯达和华盛顿, DC.

Stephanie Anderson, CFA, CFP®, CDFA®, has joined 委员,葡京会手机app下载 & 老葡京手机app(老葡京手机app), 全方位服务税, 会计及顾问公司, as a manager of divorce 财务规划 and wealth management, bringing more than 30 years of experience collaborating with clients on 财务规划, 策略及财富管理. She takes a comprehensive and holistic approach to help clients confidently navigate all of life’s transitions–including divorce–and achieve their unique set of goals. “代表我们的团队，我们很高兴欢迎Stephanie，”…… 阅读更多›

With the 2024 tax year right around the corner, there’s good news coming from the IRS. According to a recent announcement from the tax agency (Notice 2023-75), there will be increases to retirement plan contributions next year due to inflation adjustments. Here’s a rundown of some of the changes: Contributions to 401(k) and 403(b) Plans. Taxpayers will be able to contribute up to $23,000 in 2024, up from $22,500 in 2023. 50岁及… 阅读更多›

成功的投资可以带来巨大的利润. But the stocks with the greatest potential tend to be the riskiest. 潜在的风险并不总是显而易见的. 事实上, there are several different types of risks for investors to consider, 基于你投资组合的资产配置. Here are six ways to review and calculate the risk of an investment before you decide to put down your money: 1. 市场风险. This is the risk that the price will decline due to market factors… 阅读更多›

Going through a divorce can be a very stressful and life-changing time. There are many aspects individuals must consider when a rental property is involved in a divorce. 我们将在这里指导您了解其中的一些考虑因素. The initial questions that must be answered include: If the Property is Currently Rented One option for the parties to consider if the property has positive cash flow (income) is to continue maintaining the property as rental property until the tenant’s… 阅读更多›

五月 Barnhard Investments (MBI), the wealth management subsidiary of 委员,葡京会手机app下载 & 老葡京手机app, 周三庆祝了成立十周年, 10月11日, 在贝塞斯达万豪总部的市中心万豪酒店, 马里兰. The MBI team celebrated in an intimate gathering alongside several clients and 老葡京手机app partners for hors d’oeuvres and conversation. 点击这里查看庆祝活动的照片.

  There’s often a perception that financial expert witnesses are biased in favor of their clients’ financial interests. 在现实中, credentialed professionals must adhere to various ethical standards that require them to be independent and objective when serving as an expert witness in a 诉讼 matter. But sometimes experts aren’t given all of the relevant information, or they may hear only their client’s interpretation of financial results, 哪些因素会扭曲他们的结论. 当这种情况发生时，双方的专家可能会…… 阅读更多›

  For many people, getting better at budgeting is near the top of their to-do list. However, developing and sticking to a budget isn’t always a simple task. 创建复杂的电子表格, learning budgeting software and dealing with spending restrictions — all of these things can end up derailing even the most dedicated budgeter. Here’s a synopsis of a simple — but effective — approach to budgeting. The Mechanics Start by splitting your monthly income into three simple “buckets” or budget… 阅读更多›

  从高价格和利率到需求增加, 现在是买房特别困难的时候. 但不知道市场下一步会怎么做, becoming financially prepared to buy a home moves you one step closer to making it happen. 在本教程中, we’ll walk you through the essential steps to financially prepare for this large purchase, 即使是在当前的房地产市场. Before Looking at a House Assess Your Current Financial Situation Before… 阅读更多›