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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
What can be learned from the savings rate?
Here are six flags that may make your tax return prime for an IRS audit.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that home, you invested that money?
Are you ready for retirement? Here are five words you should consider.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
How will you weather the ups and downs of the business cycle?