Reston Wealth Management

MARCH MARKET UPDATE
At Reston Wealth Management, we provide a clear, concise monthly market update designed to help you stay informed about what's happening in the markets - and what it could mean for your financial goals.

Read our February Market Update here: https://conta.cc/4l1vYde

Not a client yet? We'd love for you to learn more about who we are and how we help individuals and families plan with confidence.

Visit our website to explore our services and see how we can support your financial journey. www.restonwealth.com

Reston Wealth Management - March Market Update Email from Reston Wealth Management Market Update - March 2026 As you have seen in the news, the U.S. and Israel have launched military strikes against Iran, targeting its leadership, military assets,

FEBRUARY MARKET UPDATE

At Reston Wealth Management, we provide a clear, concise monthly market update designed to help you stay informed about what's happening in the markets - and what it could mean for your financial goals.

Read our February Market Update here: https://conta.cc/3NVgQlh

Not a client yet? We'd love for you to learn more about who we are and how we help individuals and families plan with confidence.
Visit our website to explore our services and see how we can support your financial journey. www.restonwealth.com

Reston Wealth Management We are fiduciary, fee-only financial advisors based in Northern Virginia, servicing business owners, high net worth individuals and their families.

Roth conversions can be a powerful planning tool, but some investors are surprised by "hidden taxes". Alex provides some great insight on what to consider and be aware of when doing a Roth conversion. READ BELOW👇
https://www.financialfieldnotes.com/financial-field-notes/jg52inyxmjc6x8gjqtdm3stf5vmppg

This blog post is not advice. Please read disclaimers: https://blueberry-magnolia-szxw.squarespace.com/disclaimers

Hidden Taxes Making Roth Conversions More Expensive — Financial Field Notes For many investors, Roth conversions are one of the best tools for managing long-term taxes. Moving money from a pre-tax IRA into a Roth IRA can reduce future required minimum distributions (RMDs), create more flexibility in retirement, and allow for tax-free growth for life.  But there’s

At Reston Wealth Management, we provide a clear, concise monthly market update designed to help you stay informed about what's happening in the markets - and what it could mean for your financial goals.

Read our January 2026 Market Update here: https://conta.cc/4swfI7C

Not a client yet? We'd love for you to learn more about who we are and how we help individuals and families plan with confidence.

Visit our website to explore our services and see how we can support your financial journey.

Get more website visits

Today, we pause to honor the courage, dedication, and sacrifice of the men and women who have served our nation. Your commitment to protecting our freedom inspires us every day.

Did you know that November is Military Family Month?

This is a special time to recognize and appreciate the strength, sacrifices, and resilience of military families who support our service members every day. Their dedication keeps our communities and country strong despite challenges and long separations.

To all the military families: thank you for your love and unwavering support. Your commitment does not go unnoticed.

If you’re a military family needing financial guidance, don’t hesitate to contact us. We’re here to help.

Next week is National Retirement Security Week!

A timely reminder that retirement readiness doesn’t happen by chance — it happens by planning.

Whether you’re just starting your career, building your wealth, or preparing for retirement, now is the perfect time to review your goals, savings strategy, and investment plan.

At Reston Wealth Management, we help clients create clear, customized paths toward lasting financial security — so you can retire with confidence, not concern.

Our team had the pleasure of visiting Fidelity’s headquarters in Boston this summer for an insightful and collaborative experience.

The word fidelity means faithfulness to a person, cause, or belief, demonstrated by continuing loyalty and support — values that deeply resonate with our firm’s mission and how we serve our clients every day.

We’re proud to announce that Fidelity is now a new financial custodian for our company, strengthening our ability to provide secure, innovative, and client-focused solutions.

Thank you to the Fidelity team for your hospitality and partnership as we look forward to this exciting next chapter!

A heartfelt thank you to all who joined us at our Client Appreciation Event at Stone Tower Winery!

We couldn't have asked for a better afternoon - great wine, beautiful scenery and the best company we could ask for. Your continued trust and support mean so much to us, and it was such a pleasure to spend this time together.

Here's to many more memories, conversations, and celebrations ahead. Cheers!

HAPPY 401(K) DAY!

Yesterday, September 5th, 2025, was National 401(k) Day - a perfect reminder to check in on your retirement savings! The day was established in 1996 by the Plan Sponsor Council of America (PSCA) to raise awareness about retirement savings and the importance of 401(k) plans. The timing was chosen to help employees transition from thinking about their labor on Labor Day to planning for their retirement.

Whether you are just getting started or fine-tuning your strategy, your 401(k) plays a key role in building long-term financial security.

A little planning today can make a big difference tomorrow. Need help reviewing your retirement plan? Our team is here to guide you.

Planning

Striking a balance between productivity and play. Grateful for a team that brings energy, commitment, and fun to everything we do.

Are you a federal employee? Or recently retired from the federal government?

Join us online on June 11th from 12:00 to 1:00 PM EDT for an informative session covering the essential financial planning steps federal employees should take as they prepare for retirement.

We’ll explore key topics including -

1) FERS pension and supplement
2) Thrift Savings Plan (TSP) Strategies
3) Federal Employees Health Benefits (FEHB)
4) Social Security
5) Federal Employees’ Group Life Insurance (FEGLI),
6) Tax planning

Plus, we will walk through a real-life case study to illustrate how it all comes together.

Register using the link below -

lp.constantcontactpages.com