Michael R. Weston, Ch FC
At Wharf Financial, wealth management is our only business. We're an independent financial services, wealth management, and tax planning and consulting firm.
07/20/2020
Could you be doing more to boost your savings? Try these 6 challenges to help you break bad habits and build your money-management skills: https://bit.ly/2WE8Pnd
Try These 6 Money-Saving Challenges These creative challenges encourage spenders to become savers.
07/20/2020
Safety may be the word of 2020. What do you think of when you hear that word?
When it comes to retirement, you should think about how safe your savings are from unnecessary risk.
07/13/2020
The coronavirus pandemic has not only pressured Americans’ retirement savings but it has also upended the very timing of retirement for many, accelerating financial decisions and forcing people to understand their options for income and health care.
Among those leaving the workforce between January and April, 60% say they planned to retire rather than return, according to a report by the National Bureau of Economic Research.
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800 Maine Avenue SW
Washington D.C., DC
20024
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| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |