News & Insights

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River Hill Magazine: An Economic Blueprint for College Savings – Part II – To help you plan effectively and be well-prepared!

The beginning of a new school year is a good time to think about planning ahead for the costs of college for your children. Five key variables to consider in your analysis are: time horizon, cost assumptions, available resources, account structure, and investment strategy. A previous article, published for the October 2014 issue of Living at […]

Financial Planning Magazine – Social Security: When to Claim at 70

Christopher Parr was quoted in a second article on social security withdrawal planning by Donald Jay Korn in Financial Planning Magazine.  This one focuses on when to claim at 70; “Waiting until 70 generally is preferred, when feasible, because Social Security benefits currently increase by approximately 8% per year for every year deferred,” says Christopher Parr, […]

Financial Planning Magazine – Social Security: When to Claim at 62 

Christopher Parr was quoted in this Financial Planning Magazine article by Donald Jay Korn on social security withdrawal planning. Korn writes: Christopher Parr, CEO and President of Parr Financial Solutions, a fee-only wealth management firm in Columbia, Md., asserts that starting at 62 can be a good choice when cash flow is deficient and supplementary […]

River Hill Magazine: Does Your Portfolio Look Like a Shoebox? Part III: What to Do About It

The first article in this series defined the concept of a shoebox portfolio. The second article focused on how to organize your account information. Our topic for this month is how to analyze the portfolio. The first step in the portfolio analysis process is to develop a customized investment policy statement. The statement should take […]

River Hill Magazine: Does Your Portfolio Look Like a Shoebox? Part II: Getting Organized

The first article in this series (February, 2015) defined the concept of a shoebox portfolio, identified the various effortless ways that a shoebox portfolio can be cultivated, and pointed out the pitfalls and consequences of neglecting a thorough portfolio review on a periodic basis. This article focuses on how to address the problems of a shoebox […]

River Hill Magazine: Does Your Portfolio Look Like a Shoebox?

The title of this article is an investment take on the concept of clients presenting accountants with shoeboxes full of miscellaneous “stuff” at tax time. The accountants are then given the mandate to “make order out of chaos” by sifting through the rubble and miraculously pulling the necessary tax information together in a cohesive manner. In […]

Wall Street Journal – Giving the Gift of Money

Financial Gifts Can Provide Lasting Value to Recipients—and Save You Cash   Christopher Parr was mentioned in this Wall Street Journal article by finance writer Liz Moyer on financial gift tax exemptions. “Erwin Freed says he and his wife, Carolyn, opened 529 college-savings plans for their three grandchildren four years ago with the help of their financial […]

River Hill Magazine: The Personal Financial Plan – An Indispensable Tool for Enhancing Long-term Financial Well-Being

The development of a personal financial plan for yourself or family provides the framework for a flexible, dynamic plan of action offering the following benefits: 1. Keeps the focus on immediate, intermediate, and long-term financial goals. 2. Potentially cuts income taxes, improves cash flow, and reduces the cost of debt service. 3. Establishes a suitable […]

River Hill Magazine: An Economic Blueprint for College Savings – To help you plan effectively and be well-prepared!

The beginning of a new school year is a good time to think about planning ahead for the costs of college for your children. Five key variables to consider in your analysis are time horizon, cost assumptions, available resources, account structure, and investment strategy. This article addresses the first three of these variables. Time Horizon […]

River Hill Magazine: Lessons From A Homeless Shelter – Timeless Tips for Financial Self-Sufficiency

This item is based on a personal experience that actually took place in 1993 as my financial advisory practice was just getting started.  The lessons have clearly stood the test of time and are still relevant: After attending a seminar sponsored by a local nonprofit, career networking organization entitled Reengineering Your Finances for a Smooth Career Transition”, […]