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.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Knowing the rules may help you decide when to start benefits.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are things you can do to keep yourself safe when you lose your wallet.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
If you died, what would happen to your email archives, social profiles and online accounts?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.