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Matthew Gray | Jun 14, 2021

Here is the Secret to Accomplishing Your Saving Goals without Straining your Brain

Retirement
Retirement Planning
Retirement-Planning
Investments

I'll admit it. I don't like working out, or at least don't like the idea of working out. When I was a kid, I was active and full of energy – able to take on any

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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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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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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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Photo of Dad - Ron Larson
David Larson | Feb 10, 2021

Money Lessons from Dad - Commie or Cappy?

Retirement-Planning
Investments

My dad, Ron Larson, believed in education. While very few things in life are certain, he knew that becoming more educated is the most sure-fire thing you can do

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Charitable Giving | Rescue Dog
David Larson | Jan 25, 2021

What Do Rescue Dogs and Mutual Funds Have in Common?

Charity

Another Thanksgiving was successfully “in the books” as the lovely Emily and I headed back home after a week at the Outer Banks. This was our second

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David Larson | Nov 24, 2020

Tom Petty and Warren Buffett Agree...Do you?

Retirement-Planning
Retirement Planning
Retirement
Investments

We are all “Runnin’ Down a Dream” towards the future we want, and we all want to make the very best investment decisions.  By just about any measure, the stock

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Burger King Logo
David Larson | Nov 19, 2020

What Do Trusts and Burger King Have in Common?

Investments
Estate Planning

Congratulations!  You have worked hard to save and to provide for your family and are now enjoying a comfortable lifestyle.  You are well on your way to a

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Investing Truths
David Larson | Nov 17, 2020

5 Investing Truths Every Investor Must Know

Retirement-Planning
Retirement Planning
Retirement
Investments
Understanding-Fees

1. Very few mutual fund managers can outperform the market over the long run.  Often times, higher expenses and high turnover costs result in reduced

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Advisor Changing Firms
David Larson | Nov 12, 2020

4 Questions to Ask When Your Advisor Changes Firms

Retirement-Planning
Retirement Planning
Retirement
Investments
Understanding-Fees

In our previous blog post, we explored in great depth WHY advisors change firms.  Now that your advisor has decided to make the move, what’s next?  In this post

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David Larson | Nov 12, 2020

Why Do Financial Advisors Change Firms?

Investments
Understanding-Fees

Has your advisor left for greener pastures? This occurrence is not uncommon, especially with all the changes in the business of financial advice. Like downtown

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David Larson | Nov 12, 2020

Money Lessons From Your Mom - Lesson #1: If Johnny Jumped Off a Cliff

Financial Planning
Investments

Writer’s note:  this blog series is written in honor of my mother, Patricia Larson, who taught me many valuable lessons about money and life. She just

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