Insights
Where the thinking behind the portfolios gets written down
A Letter to Stakeholders every month since 2020, without a gap — plus videos and articles on the questions families actually raise.
216 published · page 16 of 18
Joy of Always Earning an Income
First you work for an education, then you work for money, then people work for you, then money works for you. When money works for you, well, then you are free to save our planet. Northern Virginia Circa 1987 When my family and I moved to Fairfax, Virginia in…
ECONOMIC COMMENTARY (07-10-2019)
Please enjoy our TIME & WEALTH MANAGEMENT tips and an ECONOMIC COMMENTARY that we share with our clients. TIME & WEALTH MANAGEMENT By Noon. Since time and money are closely related, we decided to include tips for how we manage time at our firm. This week’s…
Why "JOY of Financial Planning?"
What do we mean by "Joy of Financial Planning?" We mean having the ability to say "I am in harmony, I have enough, I am in balance, I am safe, I will have a legacy, I have opportunity and I have time. In summary, we mean you have the ability to chase your…
ECONOMIC COMMENTARY (06-08-2019)
In addition to your performance reporting and billing, this month you will find a few BEST FINANCIAL PLANNING PRACTICES and an ECONOMIC COMMENTARY. BEST FINANCIAL PLANNING PRACTICES Check Your Credit. First American Financial Corporation, a home title…
ECONOMIC COMMENTARY (05-08-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Annual Credit Check. If you haven’t…
ECONOMIC COMMENTARY (04-08-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES File Your Taxes. Even if you can’t pay…
ECONOMIC COMMENTARY (03-11-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Fairfax County VICAP. This program links…
ECONOMIC COMMENTARY (02-11-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Update Financial Goals. This is the time…
ECONOMIC COMMENTARY (01-11-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES I ncrease Retirement Saving. Your maximum…
COX CABLE CHANNEL 28: With Cafe Latino host Laura Ramirez Drain
An informal conversation with Laura Drain about the American Dream, family values and how to teach kids about personal finance. Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional and President of Jason Howell…
ECONOMIC COMMENTARY (12-14-2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Flexible Spending Account. Be sure to…
ECONOMIC COMMENTARY (11-09-2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Open Enrollment. Let us review your work…
71 letters · 36 videos · 109 articles