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Alvin Carlos, CFA, CFP® is passionate about helping professionals in their 30s and 40s make smarter financial decisions. He is the CEO of District Capital Management, a financial planning and investment management firm for the everyday people. Alvin is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a Masters degree in International Relations from SAIS-Johns Hopkins. In his spare time, Alvin enjoys swing dancing and Ultimate Frisbee. He also volunteers for Catholic Charities’ new Financial Stability Network, which helps low-income folks with their finances.
The Tax Cuts and Jobs Act (TCJA) of 2017 brought about significant changes to the United States tax system, impacting individuals, families, and businesses alike. However, it’s crucial to recognize… Read More
Family trusts, also known as living trusts or revocable trusts, can be valuable tools for managing and distributing assets. However, it’s vital to consider individual circumstances and goals when deciding… Read More
Are You on Track with Financial Planning in Your 30s? In your 30s, you may be settling into your career, creating a family, and building a foundation for your future.… Read More
Entering your 40s is a significant milestone that often comes with a greater sense of financial responsibility and planning. It is often the busiest decade of your life, and you… Read More
A new student loan repayment plan can halve your monthly student loan payments (if you qualify). The new Saving on a Valuable Education (SAVE) Plan is the latest income-driven repayment… Read More
Saving for your child’s education is one of the most important financial decisions you can make as a parent. While many people are familiar with the traditional state-sponsored 529 plans,… Read More
Getting an inheritance can transform your financial situation, providing a significant boost to your financial stability. However, an inheritance can also be a source of stress. If your inheritance is… Read More
Saving for a child’s college education is an important financial goal for many parents. In the U.S., 529 plans are a popular and tax-advantaged way of saving for college. However,… Read More
Have you been contributing to a TSP? Will you be retiring from the federal government soon? What are you planning to do with your TSP when you do? There are… Read More
Are you trying to save for retirement? If you are in the military, or you are a federal government employee, then you have probably heard of a TSP. Both TSPs… Read More
Do you want to capture a higher yield amid rising interest rates? You may want to consider a Treasury Bill ladder. Treasury bills are low-risk investments, have predictable returns, and… Read More
A 529 plan is a popular means of saving for a child’s college education, which is a significant financial goal for many parents. However, what happens if your child doesn’t… Read More