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“ I look to the future because that’s where
I’m going to spend the rest of my life.”

— George Burns

 

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8300 Boone Blvd. 
Suite 500
Vienna, Va. 22182
(703) 289-5044 info@plumtreefinancial.com

The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Welcome to PlumTree Financial

PlumTree Financial provides comprehensive and individualized financial planning, and then works with clients to bring their plans to life. We empower our clients to make good financial decisions by providing the information, tools, and guidance they need. 

As Registered Representatives with LPL Financial, we offer a diverse array of financial planning, investment services and insurance products.

Helpful Content

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

 

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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