With the tax talk out of Washington indicating a hike in income tax rates as well as capital gains tax rates, I am getting more questions about strategies to reduce taxes. Unfortunately, if your goal is to find ways to reduce taxes, many loopholes have already been closed. However, there is one strategy that has […]
Blog: Freedom Mortgage is Now RoundPoint Mortgage
In August, Freedom Mortgage Corporation and RoundPoint Mortgage Servicing Corporation announced they have completed their previously announced merger. Recently, the Gaithersburg-Germantown Chamber of Commerce (GGCC) conducted a ribbon-cutting ceremony and joined RoundPoint Mortgage to celebrate their rebrand launch. (l:r) The Gaithersburg RoundPoint Mortgage team comprised of Loan Officer Assistant Janet Ramirez-Castillo; and Loan Officers Danny […]
Blog: Use These Strategies To Pass on Wealth to Heirs
Individuals with significant assets should take advantage of proven tax strategies such as gifting and direct payments to educational institutions to transfer wealth to heirs tax-free, as well as minimize estate taxes. Additional opportunities are available as well, thanks to low interest rates and a volatile stock market. Let’s take a look at some of […]
Blog: 5 Tips For Your Settlement Money
Did you just receive a sizeable amount of settlement money? It’s probably an emotional time for you, but you’re also thinking, “What should I do with all this settlement money?” Cashing in a half a million or a million dollar check can be quite scary and intimidating. Here at District Capital, we work with clients […]
Studio 501c3: Chinese Culture and Community Service Center
Studio 501c3 host Kim Jones talks with Chih-Hsiang Li, the CEO and executive director of the Chinese Culture and Community Service Center (CCACC) in this episode of Studio 501c3. The center’s programs enhance the quality of life and well being for Chinese Americans and the community at large. CCACC programs primarily focus on seniors and […]
Blog Small Business: Tips for Ensuring Financial Success
Can you point your company in the direction of financial success, step on the gas, and then sit back and wait to arrive at your destination? Probably not. While you may wish it was that easy, the truth is that you can’t let your business run on autopilot and expect good results. Every business owner […]
Blog: Produce Your Passion by Becoming an MCM Member for Free
The arts empower folks to be their best selves. Our member community is filled with incredibly talented individuals who produce meaningful content and work together on teams as volunteers. Many of our members share the projects that they work on during our quarterly member showcases that are virtual. This year, Montgomery Community Media (MCM) is […]
Blog: What Happens to a 401(k) When You Quit Your Job
Most Americans today have an average of 12 jobs in their lifetime. Gone are the days of getting a job straight out of school and staying there until the day you retire. With moving jobs often comes the question, “what should I do with my old 401(k)?” Most people don’t want 12 retirement accounts sitting […]
Studio 501c3: Conflict Resolution Center for Montgomery County
Studio 501c3 host Kim Jones talks with Christopher Page, the executive director of the Conflict Resolution Center of Montgomery County (CRCMC). The center’s mission is to promote and provide collaborative problem-solving processes throughout Montgomery County. CRCMC offers free mediation services to anyone who works or resides in Montgomery County. They strive to help those in […]
Studio 501c3: Montgomery County Green Bank
Montgomery County Green Bank’s CEO Tom Deyo is the guest on this episode of Studio 501c3 with host Kim Jones. The nonprofit was created in 2015 with the intent to accelerate investment by homeowners, residents and commercial businesses in clean energy. The Montgomery County Green Bank’s Clean Energy Advantage Program provides county homeowners with access […]
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