Recent News and Articles
Slam the Scam
Tracey and Griff discuss things that you should think about to try to avoid becoming a victim of a financial scam.
Washingtonian Top Wealth Advisers Hall of Fame
We are thrilled to announce that Tracey A. Baker, CFP®, Brian T. Jones, CFP®, and Jessica R. Ness, CFP® have been named to Washingtonian Magazine's Top Wealth Advisers Hall of Fame.
SECURE Act 2.0 – What Do I Need to Know?
On December 29, 2022 Congress passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act 2.0 as part of a larger spending package. The updates in SECURE Act 2.0 cover a wide array of pre and post-retirement planning issues; we break down several of the most applicable provisions.
Tax Time FAQs 2023
Here are some helpful links and dates for the 2022 tax year as well as answers to some frequently asked questions.
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