Roth IRA vs Traditional IRA written in the notepad.

Financial Tips for Down Markets: Convert to a Roth IRA

April 6, 2020

As the impact of the COVID-19 pandemic sends shudders of uncertainty into our markets and economy, you may be feeling a lack of control over your investments. But while your…

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What the CARES Act Means for Individuals

What the CARES Act Means for Individuals

April 3, 2020

As we continue to delve into the CARES act and legislation here at FDAA, our advisors wanted to pass along the following summary around the potential benefits and impact this…

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Local Financial Advisor

How a Local Financial Planner Can Help You Achieve Your Goals

March 2, 2020

As you grow your savings and start to think about retirement planning and personal financial goals, you might wonder whether a local financial planner can help. In many cases, financial…

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2020 ASK Gala Sponsor

Financial Dynamics & Associates Honored to Sponsor ASK Gala

February 20, 2020

Money raised at annual fundraiser supports children and families affected by cancer. MIDLOTHIAN, Virginia—Financial Dynamics & Associates is proud to announce its support for 2020’s ASK Above & Beyond Gala.…

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Washington DC Capital Building

SECURE Act and Retirement: What It Means for You

February 14, 2020

While political issues aren’t necessarily a common influence on financial planning, the newly passed Setting Every Community Up for Retirement Enhancement (SECURE) Act could affect your retirement plan, as well…

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Senior couple in distress

Retirement Assassins: 5 Hazards That Can Sneak Up on You

January 15, 2020

With all the planning that goes into preparing for retirement and managing your finances while in retirement, it can be a bit scary to think about the hazards that can…

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Mustache 4 Kids

Client Appreciation Night Scores Big for Charity

December 17, 2019

Financial Dynamics & Associates and clients donate toys and money to local nonprofits. MIDLOTHIAN, Virginia—Financial Dynamics & Associates has great clients—we’ve always known that. And at the start of this…

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Which Retirement Planning Stage Are You In?

Which Retirement Planning Stage Are You In?

December 13, 2019

Are you near retirement age and unsure of your options? That’s understandable as many retirees feel this way. However, you should be aware of the actions that can be taken…

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Market Downturn

How to Handle a Market Downturn

November 15, 2019

For the past decade, the U.S. stock market has been on a bull run, with stock prices trending up and indexes such as the Dow Jones Industrial Average and the…

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4 Financial Commandments to Live By

October 15, 2019

Saving for retirement and figuring out a long-term financial plan can be challenging, but you may find it significantly easier to reach your financial goals when you have a solid…

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Ready to Take the Next Step?

Speak with one of our financial planners today to learn more about how our comprehensive financial planning and investment management services can help you achieve your retirement and lifestyle goals.

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