The Financial Dynamics Blog


Providing you with timely information about the current economic landscape.

Travel Tips as COVID Restrictions Relax

June 2, 2021

After being sequestered for more than a year, travelers are dusting off their suitcases and planning their next domestic or international adventure for the summer season. Consider these great tips…

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Don’t Overlook Life Insurance

April 30, 2021

As you work towards diversifying your financial portfolio, you may want to give some thought to life insurance as an option. As an asset class, life insurance can provide you…

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Sustaining Your Physical Health

March 31, 2021

Making the decision to incorporate a more active lifestyle at age 50 and beyond can be challenging especially if you’re recovering from an injury or are navigating a health setback.…

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COVID’s Impact on Legal Documents

March 25, 2021

When was the last time you updated your legal documents? Many worry about setting up a will, trust, power of attorney, or medical directives due to the impact of COVID.…

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Managing Your Mortgage Options

March 1, 2021

The year 2020 had the record for the highest volume in mortgages due primarily to record low interest rates. Refinancing is making up roughly 70% of all mortgage transactions and…

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Tax Planning vs. Tax Preparation

January 19, 2021

When it comes to minimizing taxes, it could be advantageous to work with a fiduciary advisor along with an accountant or CPA when creating a tax plan that’s right for…

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Richmond Virginia Skyline

Should You Plan for a Retirement in Richmond—or Move?

September 15, 2020

One of the most difficult decisions about retirement is deciding where to spend it. Whether you live in Richmond already and are deciding whether to stay, or you’re considering moving…

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