Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
You can find both Jennifer Luzzatto and Mike Sigmon in regular appearances on our Facebook page, our Youtube channel, and on WTVR’s Virginia This Morning.
We also often record personal messages for our clients and the greater Richmond community to help you can understand how we are dealing with current trends and events.
Watch our latest videos about financial management, retirement planning, and investment strategies. Let us know if you need help with reaching your financial goals.
RICHMOND, Va. — There are a few tax changes we should consider as we wrap up the year. Jennifer Luzzatto, CFA, CFP, AIF, CeFT of Strathmore Capital Advisors stopped by to share her insight on the topic. For more information, visit the Strathmore Capital Advisors website. Read Full Article and Watch the Video
RICHMOND, Va. — It’s the time of year when a lot of people are thinking about donating to causes that are important to them. Read Full Article and Watch the Video
RICHMOND, Va. — Jennifer Luzzatto, CFA, CFP, AIF, CeFT of Strathmore Capital Advisors stopped by to share her insight on the topic. For more information, visit the Strathmore Capital Advisors website. Read Full Article and Watch the Video
RICHMOND, Va. — Jennifer Luzzatto, Director of Trading at Strathmore Capital Advisors, shared practical tips for tackling your 2026 taxes and avoiding costly mistakes. Read Full Article and Watch the Video
Join Jennifer and Mike in this enlightening discussion as they dismantle five prevalent myths about investing. From the misconception that investing is only for the wealthy to the belief that high risk always leads to high returns, Jennifer and Mike provide valuable insights and practical advice for both beginners and seasoned investors. Learn why it’s…
RICHMOND, Va. — There are a few things parents should start to consider as their children age. Jennifer Luzzatto, CFA, CFP of Summit Financial Partners stopped by to share her insight on the topic. Want to make sure you’re ready for your child’s transition to independence? Check out our comprehensive checklist to help you navigate…
Jennifer and Mike explore how careful tax planning during retirement can save you money. Learn about the benefits of Roth conversions and taking capital gains during low-income years, and how to avoid costly Medicare premiums. Don’t miss out on these essential tax planning opportunities! Maximizing Your Retirement Income: Tax Planning Strategies You Need to…
When it comes to your finances, organizing papers and documents can be a daunting task. There are plenty of financial organization tips you’ve probably already heard to help you get started, but Jennifer and Mike are chatting about some of the tips you probably haven’t heard! Getting Your Financial Documents Organized: How a Little…
SECURE Act 2.0, passed by Congress and signed into law by President Biden in December 2022, may have an impact on your retirement savings and income strategy. Jennifer and Mike sit down to explore the most important aspects of the new legislation, including new RMD starting age, new catch-up contribution limits, 529 rollovers, and more….
Mike and Jennifer walk you through how and why you should register on the SSA.gov website for your “My Social Security” profile. This is something you probably want to consider doing, even if you are not close to claiming Social Security. Unsure where Social Security fits into your financial plan? We work with you to…
We’ve had the same question from a few clients recently: “Are you a fiduciary?” The answer is YES, but there’s more to it! We’re chatting today about fiduciaries, and what it means to be fee-only or fee-based. Want to chat more? We’re always here! Schedule A Call with Us » What is…
The Cost of Trying to Time the MarketWatch this video on YouTube The impact of missing just a few of the market’s best days can be profound. We have a pretty cool data visualization of a hypothetical investment in the stocks that make up the S&P 500 Index that illustrates the dangers of trying to…
