money Tag

In the Media: What the End of “Step Up” Means for Heirs

The proposal to end the “step up” provision in the capital gains tax could mean substantive changes in how inheritances are taxed. Just published, SmolenPlevy Co-Founding Principal Jason Smolen takes a closer look at the proposal in Wealth Management, DailyFinance and MainStreet. President Obama’s plan to close the “trust fund loophole”, first introduced during his...

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Tech Tuesday Acorns

Tech Tuesday: Acorns

The start of a new year calls for change and so does Acorns. The free app acts as a personal financial assistant, investing spare change from everyday transactions into your own portfolio. Until now, most of your spare change has probably ended up wedged between...

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OTM-Media-Client-Savenia-Labs--John-Jabara-Featured-on-WTOP

OTM Media Client Savenia Labs’ John Jabara Featured on WTOP

Savenia Labs Founder John Jabara, is featured on WTOP with Neil Augustine, to discuss how his company's energy ratings for appliances can save you money. The Bethesda, Md.-based Company now has its popular Energy Rating Labels available for many single-serve coffeemaker brands in participating retail stores....

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