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Bethesda,
MD
20814
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Newsletters
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Bond Market Volatility: What Causes It?
Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.
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HOT TOPIC: The Shutdown is Over: What Now?
The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.