IRS penalties and interest can add up quickly but understanding how they work can help you avoid unnecessary stress! Our latest blog breaks down common IRS penalties and steps you can take to stay compliant and protect your finances. Read more here: https://t.co/E9TA1LOK88
In observance of the Memorial Day holiday, our office will be closed on Monday, May 25th and will reopen on Tuesday, May 26th. #MemorialDay#RememberAndHonor
Congratulations to our very own Drew Overton, CFP® on receiving the Outstanding Accounting Graduate Student Award from the Strome College of Business at ODU! We are incredibly proud of Drew’s dedication, hard work, and commitment to excellence. #CFP#StromeCollegeOfBusiness
We were proud to participate in this year’s charity golf tournament supporting Chesapeake Regional Health Foundation. It was a great day on the course for an even greater cause, helping support the important care and services our community relies on every day. #CRHFGolfTournament
Life changes, and your financial plan should reflect that! Ensuring your beneficiaries are up to date can prevent unintended outcomes and keep your legacy intact. Learn more in our blog! https://t.co/bwXXwrLgF0
It's Team Member Thursday! We are happy to introduce our Associate Paraplanner, Isaac Hon. Isaac has been such a wonderful addition to our team as he brings a depth of knowledge in finance from his degree at Oral Roberts University.
Fun fact: Isaac played competitive badminton!
Planning for retirement doesn’t have to be overwhelming—it just takes the right steps! Our blog breaks down 5 important steps to get you started on the road to retirement. Start planning smarter today: https://t.co/IotpyUcuyE
Scammers are getting more sophisticated but a little awareness goes a long way!
Check out this resource for practical tips on how to spot red flags, protect your information, and stay one step ahead. Stay informed. Stay cautious. Stay protected. https://t.co/9WM62Yks2I
In our latest From the Orange Couch video, we dive into practical strategies for managing capital gains that can help investors address the tax impact while keeping their portfolios aligned with long-term goals! #CapitalGains https://t.co/PhD6oadWzy
We are wishing everyone a peaceful Good Friday ahead of this Easter weekend. Please note our offices will be closed tomorrow in observance of the holiday. We’ll reopen on Monday, April 6th at 8:30 AM. #GoodFriday
Tax season is here! If you’re putting the finishing touches on your return, now is a great time to revisit this blog on tax planning strategies. Even last-minute insights can help you make smarter financial decisions now and in the future! #TaxPlanning https://t.co/DhzsFBMMrz
Today we celebrate the incredible women of our team! On International Women’s Day, we recognize their leadership, dedication, talent, and how serve our community every day. We’re grateful for the strength, collaboration, and perspective they each bring! #InternationalWomensDay
This one is worth a rewatch! This FTOC video is on charitable giving and donor-advised funds (DAFs)—a thoughtful way to support the causes you care about most while aligning with your overall financial plan. #CharitableGiving#DonorAdvisedFund https://t.co/Z8EuMkVkkP
We’re proud to support causes that make a meaningful difference in our community! One of our team members recently attended the YMCA of South Hampton Roads 2026 Annual Meeting, where she also serves as a dedicated board member! #CommunityImpact#GivingBack#LeadershipInAction
Our latest blog explores the importance of finding a trusted professional who can guide your financial “flight path” with clarity, experience, and care. Because planning for your future is one of the best acts of love there is! #FinancialPlanning https://t.co/DkFUvcEkHq
Building financial confidence starts with the right foundation. Our blog highlights four key lessons that can help strengthen financial literacy and provide clarity for a more secure future. Take the first step toward feeling confident about your finances! https://t.co/qFvV356kET
Our physical office is closed today due to the snow. Please call (757) 436-1122 or email and a team member will be able to assist you. Thank you for your understanding!
Snowed in? Now’s the perfect time to dive into our From the Orange Couch series! Our website has all of our videos in one place—packed with insights to keep you informed while you stay cozy indoors. Grab a blanket and press play! https://t.co/PSrH3fSr06