XML Wealth Insights: In The Red Corner

September 17, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on In The Red Corner.

Social Security Payments Set to Increase Next Year

September 14, 2021

Social Security payments are adjusted each year to account for cost of living increases. And with inflation surging during the economic recovery..

XML Wealth Insights: The race is on

September 10, 2021

In this week’s video, President of XML Financial Group, Curtis Congdon, shares his perspective on the race is on.

Can Congress Retroactively Increase Your Taxes?

September 7, 2021

President Biden recently released his 2022 budget request. As expected, Biden’s budget calls for an increase in capital gains tax rates, but there..

XML Financial Group completes merger with Collins Investment Group

September 2, 2021

  Exciting news: XML Financial Group has completed its merger with Collins Investment Group (CIG), a wealth management practice based in Bethesda,..

How To Calculate A Smart Spending Strategy In Retirement

August 31, 2021

When you’re working, you’re preparing for retirement: your focus is largely on saving money, but once you retire, you might struggle to switch to..

Are You Cheating On Your Taxes? Here’s How To Find Out.

August 24, 2021

With a smart tax strategy, you can avoid paying more in taxes than you have to, but not paying what you legitimately owe in taxes is another..

Your Retirement May Come Early. Here’s How To Prepare.

August 17, 2021

Nobody expects to retire early, but a recent study from the Employee Benefit Research Institute found that most people retire earlier than they..

XML Included in the 2021 FA Magazine Ranking

August 11, 2021

Every year, Financial Advisor (FA) Magazine releases a ranking of the top RIAs in the country, and we are proud to announce XML Financial Group’s..

What Does “Wealthy” Mean To You?

August 10, 2021

During the COVID-19 pandemic, many Americans took the opportunity to reassess their priorities and realign their expectations — especially when it..

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