We can succeed only by concert. It is not, 'Can any of us imagine better,' but, 'Can we all do better?'" ~ Abraham Lincoln 

Should You Roll Over an IRA to an HSA? 

A Health Savings (HSA) account is one of the most powerful tax-advantaged savings tools. The tax law lets you make a one-time rollover from an IRA to an HSA, transforming the tax-deferred retirement savings into an account you can tap tax-free. But the law is limited, and you need to follow a specific procedure to avoid an unexpected tax bill. US News and World Report discusses what you need to know.

Figuring Out a Budget for Your Mortgage

Figuring out how much mortgage you can afford is the first step in buying a house. What the bank agrees to let you borrow and what you should spend aren't necessarily the same thing. U.S. News & World Report reports on how you can figure out a budget for your mortgage.

Loudoun Offices Have Moved

We have changed our Loudoun County office location. We are now located near One Loudoun - our address is:

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