Blog: FSA vs HSA: Which One Should You Get?
In this blog, we are going to discuss the ins and outs of Health Savings Accounts (HSA) vs Flexible Spending Accounts (FSA). Many people have access to both, and it… Read More
Alvin Carlos, CFA, CFP®
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.
Blog: How Much Should You Donate to Charity?
Are you inspired to donate to charity this year, but you’re not quite sure how much to give? There are so many causes that need our support. Hunger, food insecurity,… Read More
Blog: Solo 401k vs SEP IRA For Self-employed
Are you self-employed and want to invest your savings while lowering your taxes? Maybe you’re a realtor, interior designer, or a TikTok influencer, and you want to finally create your… Read More
Blog: 6 Strategies to Reduce Your Taxes
To significantly reduce your taxes now and in the future, you need to plan ahead. There are several strategies you can adopt to lower your tax bill. When I was… Read More
Blog: Child Tax Credit 2021: 8 Things You Need to Know
If you have a child, you might get some money this year from the IRS. The American Rescue Plan Act that was signed into law on March 10, 2021 increases… Read More
Blog: How to Find Fee-Only Financial Planners
Finding a trustworthy financial planner is like looking for a needle in a haystack. Only less than 10% of financial advisors in the country are required to act in your… Read More
Blog: What is the Best Account for Children’s Savings?
Do you have a son or daughter? Do you want to set up a savings account for them? You can help your children get set up for the future by… Read More
Blog: Three Biggest 401k Mistakes!
Understanding your 401k can sometimes be difficult. It’s possible that you’re making mistakes with your 401k that you aren’t even aware of. In this video, Alvin Carlos, from District Capital… Read More
Blog: Pros and Cons of a 529 College Savings Plan
Would you like to start saving for your child’s college? In this article, we will discuss the pros and cons of saving through a 529 college savings plan. If you… Read More
Blog: Top Three Thrift Savings Plan Tips
Are you working in a government job or serving in the military? If so, watch this video for three tips that can help you make sure you are maximizing your… Read More
Blog: What is the Best Roth IRA Calculator?
Do you want to know how much you can contribute to a Roth IRA this year? The main benefit of contributing to a Roth is you will be able to… Read More
Blog: 3 Types of Insurance You’re Forgetting
Will you get injured? Could someone sue you? Could you injure someone else? These are terrible events that seem unlikely. Contrarily, they actually happen more often than you think. In… Read More