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DOL Fiduciary Rule

On April 6th, 2016 the U.S. Department of Labor released its “fidicuary rule,” requiring advisers making recommendations on retirement accounts to act in their clients’ best interests. Acorn adviser, Jim Gambaccini, weighs in on the topic in a recent Financial
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Acorn Financial Welcomes Cooke Capital and HW Reinhardt!

Acorn Financial Advisory Services is very proud to announce the addition of three new advisers to the Acorn planning team. As of November 2015, we are privileged to welcome Harvey Reinhardt & Matthew Vaughn of Goldsboro, NC and Charlie Cooke
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Thank You to Pearmund Cellars and Poplar Springs!

Our Advisory group met last week to discuss investment strategies, share knowledge and to brainstorm ideas to better serve our clients. We’d like to extend a big thank you to Poplar Springs Inn Spa and Manor House Restaurant for their
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Peter Grose on ‘Communication Today with John Monsul’

Acorn would like to congratulate Peter Grose for his successful appearance Monday evening on Fairfax Channel 10 where he was a featured guest on ‘Communicating Today with John Monsul.’ Tune in to Fairfax Public 10 today at 8:30pm, Friday at
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4 Ways to Prepare for Retirement

Are you concerned with carrying excessive debt into retirement? Your comfort level may depend on the year you were born. Managing partner, James Gambaccini, points out generational differences in retirement attitudes between Baby Boomers and the Greatest Generation in a
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How Exactly Do “Medicaid Annuities” Work?

A recent article in Financial Advisor IQ discusses the role single-premium immediate annuities (SPIAs) can play in preserving wealth when one spouse is nursing home-bound. Acorn advisor, John Ryan, is quoted in the article outlining caveats when buying SPIAs, specifically
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Frank Jacobs Hits the Links with Chi-Chi Rodriguez

While away at the Crump Life Insurance Leaders Conference in Puerto Rico, Frank Jacobs ran into professional golfer Chi Chi Rodriguez cruising along in his custom-built, canary-yellow golf cart. Frank has yet to admit if he was privileged to a
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Acorn Financial Hosts 2nd Annual Golf Outing

Acorn Financial Services would like to thank all attendees of our 2nd Annual Tin Cup! It was a beautiful day for a golf outing and our team had a blast spending time with all of our guests at Hidden Creek
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Financial Threats to Consider

Are you living without crucial coverage such as life, health and disability insurance? Are you making big investment bets or failing to diversify your portfolio? A recent Wall Street Journal article titled “Are You Overlooking Big Threats to Your Finances?”
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Is Concierge Medicine on Your Radar?

At Acorn Financial, we believe it is essential to consider out-of-pocket medical expenses in retirement as a critical component of your financial plan. Acorn advisor, Matthew Brennan, was recently quoted in Financial Advisor IQ encouraging clients to carefully research concierge
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1875 Campus Commons Drive
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Reston, VA 20191
Phone 703-293-3100

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