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6116 Rolling Road
Suite 114
Springfield, VA 22152

Englert Financial

(703) 451-8890

 
How to Bake a Pie-R-A Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job

What we believe...

At Englert Financial, we believe our clients deserve the highest level of service.  We are dedicated to providing strategies for our clients in all Wealth Management areas.  Our knowledge and experience helps us meet our clients’ needs.

We believe each client has unique situations so we make a special effort to treat each client as an individual.  We tailor our services to each client.  We coordinate our clients’ total financial picture because we believe financial issues are interrelated and should be addressed in a single effort.

George and Kevin choose to be affiliated with Avantax Investment ServicesSM and Avantax Advisory ServicesSM because they offer outstanding support to us through innovative technology, ongoing research, due diligence, and technical staff. 

Helpful Content

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Should I Buy or Lease an Auto?

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

 

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Rightsizing for Retirement

What does your home really cost?

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