Financial Considerations for 2013  

 

It isn't too early to think about next year.

 

We are now in plain view of the "fiscal cliff". After the election,Congress may or may not end up keeping income and estate tax rates at their recent levels. Next year may bring some notable financial developments, and it isn't too soon for households to think about them.

 

Read more . . .

441 A Carlisle Drive, Herndon, VA 20170  

 

We're not going far - just down the street in the same office complex.  We will now have a larger ground floor office.  

 

We will have the same telephone numbers and email addresses. 

 

We are moving on Friday, November 16. There may phone outages during this transition. If you need one of us for an emergency - contact us by email and we will get back to you. 

 

We are also pleased to announce that Margaret A. O'Reilly, PC will be moving into adjoining office space. Margaret A. O'Reilly, PC is a community-based law firm dedicated to providing estate planning services to clients of all ages, and specialized elder law services to seniors and their families. Margaret (Peggy) O'Reilly has over 30 years of legal experience, and is one of only 15 attorneys in Virginia to be certified as an Elder Law Attorney by the National Elder Law Foundation.

 

If you are a Facebook user, we will broadcast updates on our move as it progresses (click on the LIKE button on the right to join our Facebook page).

 

We had a wonderful audience and hope we provided some useful tools for our attendees as we introduced strategies for managing your income in retirement.

If you couldn't attend, send a message to Linda Powell  and she can send you the two articles we distributed, "Retirement Income: Which Accounts to Tap First?" and "Get Ready for 7 Serious Life Transitions Ahead."

Also - by special request, Linda is providing her Shrimp Dip recipe.

Good information, good food - a great evening.

We look forward to seeing you at our next presentation.
                                                                          Amy and Nancy