Register for Client Education Seminar. Learn More »

Have You Thought About Your 2017 Charitable Giving?

by Lydia Gosselin

We are thankful to work with such generous clients! Americans gave $389.05 billion in 2016. This reflects a 4.2% increase from 2015 and 31% of annual giving occurred in the month of December. 1, 2  I think many of us tend to wait till the end of the year to think about annual charitable giving. […]

Message from the President: Clash of the Titans

by AOG Wealth Management

Can you imagine anything more fun than attending a conference with a bunch of tax attorneys?  Okay, maybe only interesting to a few people.  What if, during the conference, more detailed information is released by the White House concerning proposed tax reform?  Let the good times roll!  This is the stuff of beer commercials and […]

Congratulations to Fred and Jim

by AOG Wealth Management

Congratulations are in order for Fred Baerenz and Jim Ortlip who were once again nominated by their peers for inclusion in Northern Virginia Magazine’s ranking of Top Financial Professionals for 2017, in the September Issue.  Advisors are nominated for this recognition by other attorneys or financial planning professionals in the industry.

Client Services Corner: Equifax

by AOG Wealth Management

Several weeks ago, Equifax announced that over 150 million records of customer data were stolen by hackers. We’ve had several clients ask for information on how to best protect themselves and their personal information.  The information below has been compiled from the credit bureaus.

4 Questions You Need To Ask Your Financial Advisor

by AOG Wealth Management

It’s imperative to work with a professional to keep you apprised of the investment industry in terms of financial planning. Markets are always in turmoil, after all, and you need a guide to help you determine your risk preference.

The Importance of Estate Planning

by AOG Wealth Management

Estate planning isn’t just for the wealthy. Anyone who owns “stuff” should do it, and it’s actually a crucial step to help ensure the long-term comfort and financial security of your loved ones after you’re gone. Read on as AOG Wealth Management discusses this important component of your overall financial planning.

How to Start Saving Money in Your 50s

by AOG Wealth Management

It’s never too late to start saving and investing for your retirement, even if you’re already in your 50s. Don’t let your past indecisions continue to haunt you or dissuade you from taking the right financial planning steps before you reach retirement age. AOG Wealth Management discusses steps you can take to save for retirement […]