While a stock market downturn like the one we are experiencing now can leave investors anxious, you can help make the most of this challenging situation through a variety of financial planning strategies, such as tax loss harvesting. By “harvesting” the tax losses within a taxable investment account like your brokerage account, you can increase…
Read More →
As the impact of the COVID-19 pandemic sends shudders of uncertainty into our markets and economy, you may be feeling a lack of control over your investments. But while your retirement accounts have likely suffered recent losses, stock market corrections can provide financial planning opportunities that help enhance wealth when markets recover. One such opportunity…
Read More →
As we continue to delve into the CARES act and legislation here at FDAA, our advisors wanted to pass along the following summary around the potential benefits and impact this legislation may have on your financial affairs: As the health care community tries to get a handle on the coronavirus pandemic, the U.S. government has…
Read More →
As you grow your savings and start to think about retirement planning and personal financial goals, you might wonder whether a local financial planner can help. In many cases, financial planning includes components beyond investment management—such as tax and estate planning, which can be complex and time-consuming to manage on your own. Working with a…
Read More →
Money raised at annual fundraiser supports children and families affected by cancer. MIDLOTHIAN, Virginia—Financial Dynamics & Associates is proud to announce its support for 2020’s ASK Above & Beyond Gala. “We have been raising funds for the ASK Childhood Cancer Foundation over the past several years, collecting donations at events like our annual client appreciation…
Read More →
While political issues aren’t necessarily a common influence on financial planning, the newly passed Setting Every Community Up for Retirement Enhancement (SECURE) Act could affect your retirement plan, as well as your taxes and estate plan. Notably, the SECURE Act could affect how you pass on assets to your heirs, as well as the age…
Read More →
With all the planning that goes into preparing for retirement and managing your finances while in retirement, it can be a bit scary to think about the hazards that can quickly unravel all your hard work. These hazards, which we call retirement assassins, range from stock market swings to health care costs and aren’t always…
Read More →
Financial Dynamics & Associates and clients donate toys and money to local nonprofits. MIDLOTHIAN, Virginia—Financial Dynamics & Associates has great clients—we’ve always known that. And at the start of this holiday season, they stepped up to the plate once again to donate toys and cash to two community nonprofits. Our financial advisory firm got the…
Read More →
Are you near retirement age and unsure of your options? That’s understandable as many retirees feel this way. However, you should be aware of the actions that can be taken depending on your preparedness in retirement planning. For example, if you feel clueless about long-term retirement success, start with the basics like determining inflation-adjusted expenses.…
Read More →
For the past decade, the U.S. stock market has been on a bull run, with stock prices trending up and indexes such as the Dow Jones Industrial Average and the S&P 500 reaching all-time highs. However, markets naturally operate in cycles, with some periods of growth and some periods of market downturns. Thus, at some…
Read More →Ready to Take The Next Step?
For more information about our comprehensive financial planning and investment management services, schedule a complimentary call today or register to attend an event.
