All Posts by

Bill Schwartz, CPA, CFP®

Bill Schwartz is a managing director in our Potomac, Maryland office.

Keep Your Identity to Yourself!

With all the recent headlines from the hacking of consumer data at Equifax, combined with data breaches over the years ...

turning 18

The Impact of Turning 18

Like many parents, the Labor Day holiday (or the U.S. Open, if you are a tennis fan) represents the end ...