Financial Dynamics Blog

We help individuals and families work toward achieving their ideal retirements.

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 legislation may have on your financial affairs: As the health care community tries to get a handle on the coronavirus pandemic, the U.S. government has…

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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 planning includes components beyond investment management—such as tax and estate planning, which can be complex and time-consuming to manage on your own. Working with a…

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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. “We have been raising funds for the ASK Childhood Cancer Foundation over the past several years, collecting donations at events like our annual client appreciation…

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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 as your taxes and estate plan. Notably, the SECURE Act could affect how you pass on assets to your heirs, as well as the age…

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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 quickly unravel all your hard work. These hazards, which we call retirement assassins, range from stock market swings to health care costs and aren’t always…

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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 holiday season, they stepped up to the plate once again to donate toys and cash to two community nonprofits. Our financial advisory firm got the…

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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 depending on your preparedness in retirement planning. For example, if you feel clueless about long-term retirement success, start with the basics like determining inflation-adjusted expenses.…

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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 S&P 500 reaching all-time highs. However, markets naturally operate in cycles, with some periods of growth and some periods of market downturns. Thus, at some…

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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 road map to follow. That means more than just picking out investments with a financial planner. Getting on the right path also means adopting the…

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A senior couple smiling as they look over their retirement plan.

10 Key Items to Review for Your Retirement Checklist

September 13, 2019

  While there are dozens of factors to consider when building your retirement plan, our team of financial advisors in Chesterfield, VA, have put together this checklist of the top 10 items to review so that you can feel more confident with your plan. By reviewing these factors and identifying areas for improvement, you can…

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