Montgomery Community Media

The House recently passed the Secure Act – what does that mean for your personal finances? Watch District Capital’s Alvin Carlos’s recent analysis into the ways in which the new bill (expected to be signed into law) may affect you. https://youtube.com/watch?v=UdwjXC2SaVE

Did you just start a new job? Congratulations! I hope you’ll get along with your new boss. With your higher salary and new benefits, here are four questions you might be thinking about, and tips on how to approach them. 1) What should I do with my higher salary? This is a great time to examine […]

Millennials have been more comfortable with mobility and job changes than any prior generation. But with that comfort comes the responsibility of understanding employee benefits and considering the role of those benefits in your overall compensation package. Here are five important questions that recent grads can raise during the job interview process. 1. When does […]

Many economists and market analysts have predicted that we will continue to see heightened market volatility for the near future. As a financial advisor, I’m asked about volatility often. People first want to know how they should react. I tell them that these periods of volatility underscore why you need to have a financial plan […]

This is the second installment of my two-part series on top financial mistakes to avoid in your early 30s. Earlier, I spoke of how detrimental a lack of discipline or to a written financial plan can be. In the final four mistakes below, I address the most common missteps with 401(K) investments, taxes, and insurance. 1. […]