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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential capital gains taxes due on your transactions.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.