Anthony Reese is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at CJM Wealth Advisers, Ltd. in Falls Church, VA and the surrounding communities.
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Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...
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Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...
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The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...
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My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...
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Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...
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About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...
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I recently had the opportunity to revisit retirement modeling software. As one of my jobs, I teach a economics course, and one of the things I...
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Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...
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A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
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