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wrapped gift box by Ekaterina Shevchenko courtesy of Unsplash.
David Larson | Mar 11, 2025

Implementing Qualified Charitable Distributions (QCDs) Effectively

Giving back is easier than you thought!
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white Canon cash register by StellrWeb courtesy of Unsplash.
David Larson | Feb 15, 2025

Avoiding a Tax Bomb in Retirement

Retire Smart and Avoid the Tax Trap
Read More
selective-focus photography of green grapes by Nacho Domínguez Argenta courtesy of Unsplash.
David Larson | Jan 13, 2025

Appreciated stock gifts.

This charitable giving strategy pairs with everything like a good glass of Riesling.
Read More
An assortment of sushi, rice, and seaweed.
David Larson | Nov 18, 2024

4 Pervasive Myths About Inflation

Investments
Finance

4 Pervasive Myths About Inflation

Inflation can feel inescapable these days.

For most of us, it also feels like inflation is higher and more persistent than it

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barn surrounded by trees by Frances Gunn courtesy of Unsplash.
David Larson | Mar 26, 2024

A Virginia Tax Credit Program You Should Know About

I don’t know about you, but I like the conservation of green things. 

The two things that come to mind first when thinking of that topic are land and money. 

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Duke Dog
David Larson | May 24, 2023

What do the JMU Duke Dog and Financial Advisors Have in Common?

Retirement
Retirement Planning
You should always look forward to seeing your advisor, and he or she should make you excited about your financial future. Both the Duke Dog and great financial
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Financial advisor with clients discussing paperwork
David Larson | Nov 22, 2022

It Doesn’t Hurt to Ask!

Retirement Planning
Investing


 

“We can’t find anywhere to sit!”

The family was hungry for the buffet breakfast that awaited us in a Washington DC Marriott one chilly fall morning. We

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Hands signing paperwork
Tyler Conley | Sep 20, 2022

Let’s Talk About Estate Planning

Estate Planning
Retirement

For some, one of the least enjoyable topics to discuss is what to do with your earthly things when you’re gone. This can include your personal belongings, money

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Q-Tips Photos
David Larson | Aug 24, 2021

What Do Q-tips and Mutual Funds Have in Common?

Retirement
Retirement-Planning
Investments

I love reading labels on just about everything I buy.  Maybe the habit started when I was a kid, looking for the toy that would come in my box of Cracker Jacks

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Change Photo Growth
David Larson | Apr 20, 2021

Required Minimum Distributions - All you need to know!

Taxes
Tax Planning
Charity

Are you like many retirees, who have saved significantly into your pre-tax IRAs or 401(k) plan at work?  You likely depend on these accounts for your retirement

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Fishing Trip Photo - Dave Larson
David Larson | Mar 30, 2021

What Can a Fishing Trip Teach You About Retirement Planning?

Retirement
Retirement Planning
Retirement-Planning
Investments

“Let’s head to the beach!” After several weeks going non-stop at work and with family responsibilities, I was in need of some rest. November is not an ideal

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Older Couple Laughing Together
David Larson | Mar 15, 2021

Simple Charitable Giving Strategies to Save on Your Taxes

Taxes
Tax Planning
Retirement Planning
Retirement-Planning
Charity
Estate Planning

Nonprofits in the Shenandoah Valley and around the globe depend on people like us to further their mission and to help those most in need.  Giving is essential

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Categories

  • Taxes
  • Retirement Planning
  • Tax Planning
  • Investing
  • Charitable Giving
  • Understanding Fees
  • Estate Planning

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