Understanding Today’s Financial Environment
About Our Washington DC Financial Planner
Welcome, I’m Jeffrey Settle, a financial planner serving the greater Washington DC metro area. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 301-563-9700.
Do all of your finances fit in one box? They can.
Be confident about your financial future. Let us show you how.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Invest in Exchange Traded Funds?
There are nearly 1,200 ETFs available. Should you invest in them?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here are some simple and inexpensive energy-saving tips that may help you save money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
An inside look at how marginal income tax brackets work.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
With alternative investments, it’s critical to sort through the complexity.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Recent changes in estate tax laws could affect the strategy you have in place.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Have you explored all of your choices when it comes to managing your taxable income?