Rockville MD

October 14, 2019 | Cindy Peña

Pedestrian Struck in Multi-Vehicle Accident on Rockville Pike

Montgomery County Fire and Rescue responded to an accident on Monday at Rockville Pike and Edmonston Dr. involving a pedestrian. Several vehicles were also involved.  Emergency responders took three people to the hospital, including the pedestrian with traumatic injuries. The pedestrian walk/don’t walk sign was damaged in the accident and is currently not working. Update […]

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May 24, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

5 Questions Millennials And Recent Grads Should Ask Their Employers

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 […]

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January 25, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

7 Financial Tips to Avoid January’s High Divorce Rate

With Valentine’s Day a few weeks away, it might seem coldhearted to be writing about divorce, but there are reportedly more divorce filings in January than in any other month. While repairing the cracks in cupid’s love bubble may not always be possible, couples can take some steps to reduce arguments, at least around money. […]

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January 18, 2017 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

December-Here’s To Your Wealth

  December 2016 and Outlook into 2017 The Markets: In the fourth quarter of 2016, the U.S. stock market had a strong performance and was likely benefiting from three main areas of President-elect Donald Trump’s agenda: corporate tax reform, regulatory reform, and a robust infrastructure spending bill. To be sure, these areas can boost economic activity, […]

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August 30, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Financial Tips For Parents With Students Heading To College

To paraphrase Jim Morrison, summer’s almost gone. While it was hopefully fun filled and full of great memories, for many young people this summer was also a chance to earn a few dollars before heading back to college. During the summer, the labor force participation (LFP) rate among youth aged 16 to 24 generally increases. […]

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August 9, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Back to Private School, But Can You Really Afford The Pricey Tuition?

It’s that time of year again. Before we know it, our kids will be walking into their classrooms for the first time this term. This is the time of the year when my office is asked almost daily, “Can I afford this private school tuition?” The national average private school tuition is approximately $10,096 per […]

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July 26, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

How a Clinton, Trump, or Johnson Win Will Impact Near and Current Retirees, Part II

This is Part 2 of my 2-Part series on how a Republican, Democratic, or Libertarian presidential win would impact a person who is near retirement or recently retired. In Part I, I focused on each candidate’s positions on Social Security. This part will focus on Medicare, Medicaid, and will touch on other issues that are […]

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June 16, 2016 | Mark Avallone, MBA, CFP®, CRPS®, AIF®

Near Retirees, Look Beyond the Markets to Secure Your Legacy

During these uncertain times, it’s easy to get caught up in the market volatility news coverage. While we know that we should look beyond the markets, it can be hard to imagine an alternative. Near retirees, your alternative is to look inward and assess not only your current financial status but also your future financial […]

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