Maven Financial, formerly Advanced Financial Strategies, provides cutting-edge financial solutions to businesses and families.
Victoria Staudinger is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA (CA Insurance License#0F42460), CO, DC, FL, IA, IN, MD, MI, MN, NJ, OH, PA, TX, & VA. No insurance business may be conducted outside of these states referenced. Victoria Staudinger is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IA, IL, IN, MD, MI, MN, NJ, NY, OH, PA, TX, & VA. No offers may be made or accepted from any resident outside the specific states referenced. Victoria Staudinger is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the states of AZ, CA, CO, DC, FL, IL, IN, MD, MI, MN, NJ, NY, PA, TX, & VA. As such, these services are strictly intended for individuals residing in the states referenced. Neither Maven Financial nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. Maven Financial is not owned or operated by New York Life Insurance Company or any of its affiliates. I am not licensed in all jurisdictions 880 Harrison St SE, Suite 160 Leesburg, VA 20175 (703) 687-3050
Mission: To start from the ground up and always focus on the client’s life goals. We do this while placing emphasis on the end and not how to get there, because our client’s wealth represents a means to reach what produces happiness, security and legacy.
The newly enacted CARES Act raises questions on how the stimulus plan will provide benefits to individuals and business owners. Join us as we host CPA Robert Keebler CPA/PFS, MST, AEP®, for a timely and informative webinar that will discuss income tax benefits and considerations, and help answer some of the questions you may have with your planning during this time.
Click here to register for this webinar and please note attendance is limited.
Almost 14 years ago to the day I started my financial services practice. Most of my contacts were not local as a result of a career as a consultant at Accenture which required me to travel 80% of the time, and I had no choice but to start my practice virtually and have client meetings remotely over the phone. All of my managers and colleagues thought I would fail bc “clients want to meet eyeball to eyeball and belly to belly” with their financial advisor.
Over the years I’ve continued to build a virtual practice serving clients in 25 states and have grown to become one of the top 50 advisors at one of the largest broker dealers. Today I still run a practice that is over 90% virtual bc even local clients don’t want to take on NoVa/DC traffic!
I’m proud to say that my staff and I haven’t missed a beat in these times of social distancing and self-quarantining, and now we are trendy! I really wish #okboomer was a phrase back then 🤣
So continue to stay safe and wash your hands...but you don’t have to wash your hands before OR after meeting with me!! 😜
#aheadofmytime #virtualpractice #blessed #grateful
Traditional IRAs and Roth IRAs provide tax breaks in different ways. To learn when to convert from a traditional IRA to a Roth IRA, read this article featuring CPA Robert Keebler. thenautilusgroup.com/nautilusnavigator/keeblerrothiraconversions.pdf
Maven Financial's cover photo
School is back in session and education funding is back in focus. See what Forbes has to say about how to best use a 529 plan.
forbes.com 529s can be a tax-efficient way to meet educational costs, but there are drawbacks too.
[09/09/19] When it comes to paying off debts, funding the lifestyle you want, and protecting your loved ones, a new job can get you on the right track. What has been some of the positive changes you've experienced due to your new job?
On December 22, 2017, the Tax Cuts and Jobs Act was signed into law. One of the key provisions in the Act is a 20% deduction for qualified business income under the new Internal Revenue Code section 199A. To better understand how this provision is helping business owners and individuals, read this article featuring CPA Robert Keebler: thenautilusgroup.com/nautilusnavigator/keebleroverviewofqbisection199.pdf.
If you defaulted on a Federal student loan it can impact your Social Security benefits. Read this article from AARP on how you can protect yourself.
aarp.org Defaulting on a student loan (yours or a loved one's) can result in garnishment of your Social Security benefits.
Attorney Patricia Annino explains crucial teaching methods that will prevent your children from growing up entitled as well as the importance of feeling connected to a much bigger community. To learn more about her strategies, read this article featuring attorney Patricia Annino. http://bit.ly/2LrBbdR
Are you saving more, less or the same for retirement lately? Read this article from AARP to see what others are doing.
aarp.org A recent survey found 28 percent of retirement savers are putting more away than they were in 2017, while about half are saving the same.
What kind of leader do you want to be? Here are five things you can do to take your leadership skills to the next level.
forbes.com Conscious leaders speak with integrity, lead with authenticity and hold themselves accountable. They listen with the intent to understand and they do it by being in tune with themselves and the world around them. Here are five things you can do today to add consciousness to your leadership toolbox.
Follow these 7 steps to help keep your memory (hmm, what's the word…oh yeah!) sharp as you age.
health.com Ward off brain fog and protect your memory long-term with this surprisingly simple plan.
Single parent? See why this article is a must-read.
nerdwallet.com For single parents who wish to provide a financial security blanket for their children, we offer facts and tips about life insurance.
More retirees are going back to school. Here’s why.
cnbc.com Retirement is a great time to hit the books and pick up new skills and knowledge. Here's how to shop around for educational opportunities without breaking the bank.
A recent study shows that parents spend twice as much on adult children than they save for retirement.
cnbc.com A new study from Merrill Lynch and Age Wave finds parents are spending a significant amount to help adult children. Here's where that money goes.
Did you ever think about what happens to your debt when you die? Many people don’t. Make sure your loved ones don’t inherit your debt. Here are some tips to keep in mind. I can also help.
aarp.org Debts can be shocking surprises for survivors; find out what types of debt your loved ones will still be responsible for after you die.
America's 5 biggest budget-busters, and what to do about them.
finance.yahoo.com Are these items zapping your money as well?
[05/06/19] "What you think, you become. What you feel, you attract, What you imagine, you create." ~Buddha
Think you're worth more than what you currently make? You're not alone. Here are some tips to ensure you get the raise you deserve.
money.cnn.com Don't give in to a lower salary than you deserve.
Building a successful team doesn't have to be a constant battle. Follow these strategies to put yourself on the path to victory.
forbes.com Engagement and accountability are critical elements for growth, productivity and profitability in any organization. But in this fast-paced 21st-century age of disruption, improving engagement and accountability seems more challenging than ever before.
Personal finance is important, but rarely taught in school. Here are some lessons everyone should know before they graduate.
marketwatch.com U.S. schools rarely incorporate personal finance into their curriculum.
5 questions every college-bound student (or parent) should ask their tour guide.
huffpost.com Whether XL sheets fit the dorm bed isn't actually important.
Going "off-season" for your wedding may not be as cost-effective as you think.
cnbc.com Eight in 10 engaged couples say they would pick a weeknight or off-season wedding date to save money. Wedding planners say that tactic comes with trade-offs.
Slow, steady, and strategic. See why a disciplined investor is typically the most successful.
chicagotribune.com When it comes to building wealth, the average person has two options: earning income or investing. Most people require both a stable income and consistent
Mind over money: See which 25 business schools in America give graduates the biggest step up.
businessinsider.com Business school can kick off a successful career in any field. Here are the top 25 business schools in America, according to U.S. News & World Report rankings.
[02/18/19] "Seeing is believing, but sometimes the most real things in the world are the things we can't see." ~The Polar Express
From MarketWatch: Yes, the amount of equity you have in your home could make your child’s college tuition more expensive. Here’s what you need to know.
marketwatch.com Schools have varying policies on how they factor home equity into financial-aid calculations.
From MarketWatch: More parents are co-buying homes with their children. Here’s what you should think about if you’re planning to help your child with a real estate purchase.
marketwatch.com In some housing markets, 25% of sales involve a co-buyer, such as a parent or other relative.
Here’s how much parents borrow to pay for their kids’ education.
marketwatch.com The average amount borrowed per year jumped from $5,200 in 1990 to $16,400, a new study found.
Maven Financial is growing! We are looking for a detail-oriented, self-motivated team player interested in an administrative position to join us. If you know of someone who might be a good fit for our team, please send them this link to our job post. Thanks!
indeedjobs.com Find your next great career opportunity at Maven Financial
Today we honor a man who had a dream for equality. While we still strive for that today, we can all celebrate how far we have come since his memorable speech. Happy MLK Jr Day!
How can clients with large qualified plan and IRA plan balances manage tax obligations?
This is "IRA Wealth Maximization" by The Nautilus Group® on Vimeo, the home for high quality videos and the people who love them.
From MarketWatch, here are some of the many reasons for getting a prenup.
marketwatch.com They’re not only about protecting money or an inheritance.
When it comes to the equity markets, seasonal patterns have shown that the month of December typically ends on a high note. Will that ring true this year?
youtube.com When it comes to the equity markets, seasonal patterns have shown that the month of December typically ends on a high note. Will that ring true this year?
As oil prices recede, consumers will benefit by paying less at the pump. But will this impact economic growth in the U.S.?
youtube.com As oil prices recede, consumers will benefit by paying less at the pump. But will this impact economic growth in the U.S.?
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Built on a solid foundation of excellent client service and in-depth market knowledge, Berg Faircloth strives to develop a relationship with each client to foster a greater understanding of your needs and objectives while maintaining the ethical standards
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Fellows Financial Group reliably provides clients with practical financial planning, insurance and investment advice.
It’s never too soon to plan for retirement.
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AMJ understands that success is different for all. We strive to understand what success means to you so we can create, implement and monitor a financial plan that allows you to live your dreams.
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A financial advisory practice of Ameriprise Financial Services, Inc.