In your 30s and wondering which financial accounts you should prioritize? Our latest video breaks down the 5 essential accounts to have in place during this pivotal decade. Taking control of your finances now sets the foundation for future success. #FinancialPlanning #InYour30s #WealthBuilding #FinancialFreedom #MoneyManagement #PersonalFinanceTips
District Capital Management
金融服务
Washington，District of Columbia 112 位关注者
We help professionals in their 30s and 40s maximize their money and retire by 55.
关于我们
District Capital Management is an independent, fee-only financial planning firm. We help professionals in their 30s and 40s maximize their money and retire by 55. We are a virtual firm and we primarily work with clients based in Washington DC, Virginia, and Maryland. Our mission is to provide affordable, best-in-class financial advice. We believe money is a tool to help you live your best life. Everyone should have access to high-quality financial advice. We give top-notch advice on your cash, investments (401k, IRA, brokerage), taxes, retirement, insurance, house-buying decisions, debt, college savings, and estate planning. How We're Different ? Focus on professionals in their 30s and 40s: We are laser-focused on helping professionals in their 30s and 40s maximize their money and retire by 55. ? Comprehensive, actionable advice: Highly personalized financial advice addressing every facet of your financial situation. ? Transparent fee-only pricing: We do not sell products or get commissions. ? One-stop shop: We have a network of experts we have vetted. ? Expert team: You're in highly capable hands with our team of CERTIFIED FINANCIAL PLANNER? professionals. ? Investment expertise: We also have two Chartered Financial Analyst? (CFA?) charterholders in our team. Schedule a free discovery call to see if District Capital is a good fit for you. https://districtcapitalmanagement.com/schedule-call/
- 网站
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https://districtcapitalmanagement.com/
District Capital Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Washington，District of Columbia
- 类型
- 私人持股
- 创立
- 2013
- 领域
- Retirement Planning、Budgeting、Debt & Credit Management、Investing和Financial Planning for Middle Class Professionals
地点
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主要
获取路线
4301 50th St NW Suite 300 #2030
US，District of Columbia，Washington，20016
District Capital Management员工
动态
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Looking for a way to add stability to your investment portfolio? Treasury Inflation-Protected Securities (TIPS) are government bonds designed to help preserve your purchasing power over time—no matter what inflation does. In our latest blog, we cover: ? What TIPS are and how they work ? The key benefits and potential drawbacks ? When TIPS might make sense in a diversified portfolio https://lnkd.in/eeJhQPXa #SmartInvesting #PortfolioStrategy #FinancialPlanning #TIPS #WealthManagement #DistrictCapital #InvestingInsights
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?? New Opportunities for Federal Employees Affected by the RIF As the federal RIF has left many talented public servants in uncertain positions, North Carolina is stepping up. Governor Josh Stein recently launched JoinNC.gov — a new initiative inviting federal employees impacted by recent layoffs to explore career opportunities within the state government. ?? We applaud North Carolina’s proactive approach to support dedicated professionals who deserve stability, purpose, and a path forward. If you or someone you know has been impacted by the federal RIF, check out JoinNC and see how your skills can continue to serve the public good. https://lnkd.in/e366y_CQ #FederalRIF #PublicService #CareerOpportunities #NorthCarolinaJobs #WorkforceSupport #JoinNC #GovernmentJobs #JobTransition
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?? A New Way to File Taxes — For Free ?? If you have a simple tax situation and live in one of 25 participating states, there's now a free and secure way to file your federal taxes directly with the IRS. ?? It's called IRS Direct File, and it's available this tax season: https://lnkd.in/ee74rtS7 Shoutout to our friend who was part of the incredible team behind this initiative — making government services more straightforward and equitable is no small feat! #FinancialWellness #TaxSeason #IRSDirectFile #FreeTaxFiling #PersonalFinance #PublicService
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5 Accounts You Should Have By 30 ?? Having the right financial accounts in place is crucial to building wealth and achieving financial freedom. By 30, you should have more than just a checking account—you need a solid foundation to grow your savings, invest wisely, and prepare for future opportunities. No matter where you are in your financial journey, it’s never too late to set yourself up for success. #financialplanning #rothira #litrendingtopics
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Should You Pay Off Debt or Invest? ?? One of the most common financial questions I hear is: "Should I focus on paying off my debt first or start investing?" The answer? It depends! In my latest blog, I break down when to prioritize debt payments, when to invest, and how to create a plan that fits your goals. https://buff.ly/CmpnkSg #payoffdebt #debtvsinvest #financialplanning #litrendingtopics
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ESG Investing Explained In 50 Seconds ???? ESG (Environmental, Social, and Governance) investing is on the rise, but what does it really mean? Supporters say it drives positive change and long-term value, while critics question its impact and measurement. Is ESG part of your investment strategy? #esginvesting #sustainableinvesting #financialplanning
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Are you in your 30s or 40s and planning to retire early? Here’s what you need to know about Social Security! Understanding how Social Security fits into your plan is crucial if you're on the path to early retirement. Are you factoring Social Security into your early retirement plan? #EarlyRetirement #SocialSecurity #FinancialFreedom?
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Are You Making This BIG Roth IRA Mistake? When it comes to retirement planning, the Roth IRA is one of the most powerful tools available. But one common mistake could be costing you thousands of dollars in tax-free growth! Have you made this mistake before? #RothIRA #RetirementPlanning #InvestSmart