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What is this new chip-card technology I’ve been hearing about in the news?

In recent years, data breaches at major retailers have increased across the United States. As a way to counteract these data breaches, many U.S. credit-card companies have started implementing a more secure chip-card technology called EMV (which is short for Europay,...
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How do I compare my health insurance options during open enrollment?

The decisions you make during open enrollment season regarding health insurance are especially important, since you generally must stick with the options you choose until the next open enrollment season, unless you experience a “qualifying” event such as...
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The Cost of Credit

Sometimes you need to borrow money, especially to pay for a large purchase such as a home or a car. It’s easy to focus on your monthly loan payment, but to appreciate how much borrowing money might really cost, you also need to consider the amount of interest...
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Taxes, Retirement, and Timing Social Security

The advantages of tax deferral are often emphasized when it comes to saving for retirement. So it might seem like a good idea to hold off on taking taxable distributions from retirement plans for as long as possible. (Note: Required minimum distributions from non-Roth...
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Jim Warring Named Smart CEO Money Manager of the Year

Rockville, MD – James D. Warring, Founder and CEO of EagleStone Tax & Wealth Advisors, has been named Washington D.C.’s 2015 Money Manager of the year. Jim was selected as one of four winners out of 20 finalists. Jim founded EagleStone Tax & Wealth...
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Don’t Forget About Year-End Investment Planning

As the year draws to a close, there might be a slew of tasks on your to-do list. One task to consider is setting up a meeting with your financial professional to review your investments. If you take the time to get organized now, it may help you accomplish your...
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