Quarterly Reflections: OBBBA’s Impact on Financial Planning
As we reflect on recent market performance and year end, it’s a good time to revisit investment opportunities.
Senior Wealth Advisor Daniel Yoo Recognized in National Ranking of Advisors to Watch
Daniel Yoo, Senior Wealth Advisor in the Fairfax, VA office of PBMares Wealth Management, LLC, was recently recognized in AdvisorHub’s 2025 ranking of Advisors [Read More]
Why Life Insurance Matters for Real Estate Investors
When high-net-worth investor's estate values exceed the lifetime exclusion amount, they face unique financial challenges and opportunities that make life insurance an essential component of their wealth management and estate planning strategies. Learn more.
Webinar Recording | Avoiding Medicare Mistakes in Retirement
This presentation will demonstrate the importance of integrating Medicare strategy into your retirement plan to maximize the Medicare experience.
Retirement Planning: Shifting Your Mindset from Saver to Spender
Throughout the working years, many individuals focus on saving and planning for retirement. When that day finally arrives, the shift from saver to spender can feel uncomfortable. Learn more.
Navigating Private Sector Workforce Reductions in 2025
Whether you’ve been impacted by workforce reductions or simply want to prepare for uncertainties ahead, this article will help you take a proactive approach.
A Guide to RMDs: Tax Strategies & Wealth Management Considerations
For those with tax-deferred retirement accounts — like traditional IRAs or 401(k)s — it's critical to understand how and when to begin withdrawing funds.
Is Early Retirement the Right Choice? Considerations and Impacts
Federal employees facing layoffs or considering early retirement likely find themselves evaluating financial strategies and career options. Here are a few critical considerations.
2025 Outlook: 3 Common Trends in M&A Activity
Whether you’re buying, selling, or investing in a business in 2025, success hinges on making informed decisions. This article examines trends in M&A activity.
M&A Trends Webinar: Key Factors That Can Impact Your Business Exit
Business owners considering an exit know it's important to learn how to navigate the ever-changing M&A landscape. This webinar will cover insights and strategies that can maximize value and ensure a smooth transition.