Mai-Thy Nguyen

Mai-Thy Nguyen Preparing for that next step in life isn’t always easy but I can help you

06/20/2024

You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for diversification that meet your unique goals and risk tolerance.

After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-ne...
06/20/2024

After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-needed income — and a diploma. Learn more.

When she left home that day, Brigitte Jameson had no idea how much her life would quickly change. To help start the DI conversation, share this MassMutual DI claim…

We’re proud to be backed by a company with the strength and longevity of MassMutual. Let’s talk about ways to secure you...
06/20/2024

We’re proud to be backed by a company with the strength and longevity of MassMutual. Let’s talk about ways to secure your future.

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate...
06/19/2024

A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.

The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.

Annuities aren’t just for retirees. If it’s right for you, a variable annuity can be a great method to grow your nest eg...
06/19/2024

Annuities aren’t just for retirees. If it’s right for you, a variable annuity can be a great method to grow your nest egg if you act while you’re still building your assets. Let’s talk it through.

Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal e...
06/19/2024

Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal everyone should have. Let’s talk through various strategies, like annuities, that can help.

If you wish to pay the bills with your earnings, without invading your principal, you’ll need sufficient savings — and a plan to offset inflation.

06/19/2024

Living comfortably in retirement takes planning. Let’s talk about ways to protect and grow your nest egg.

This  , we honor the resilience of the Black community. Together, we can build a brighter future for tomorrow.
06/19/2024

This , we honor the resilience of the Black community. Together, we can build a brighter future for tomorrow.

On Juneteenth, we celebrate freedom, acknowledge racial injustices, and work towards a more inclusive and equitable futu...
06/19/2024

On Juneteenth, we celebrate freedom, acknowledge racial injustices, and work towards a more inclusive and equitable future.

69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance pl...
06/19/2024

69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance plan in place to retain your best team members.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

06/17/2024

Regardless of when you plan to retire, we can start planning for your retirement goals today with the guaranteed lifetime income of an annuity. Let's connect.

Investing isn’t just about the proper allocation to stocks, bonds, and cash.  It’s also about careful estate and wealth ...
06/17/2024

Investing isn’t just about the proper allocation to stocks, bonds, and cash. It’s also about careful estate and wealth transition planning. Let’s discuss your plans to help ensure they meet your family’s needs.

An estate plan can protect your assets, interests and beneficiaries, provided you avoid costly mistakes pertaining to your trust, will, ownership and more.

Wishing all the wonderful dads out there a happy Father's Day!
06/16/2024

Wishing all the wonderful dads out there a happy Father's Day!

Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective o...
06/14/2024

Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief Investment Officer of Wealth Management, Daken Vanderburg, and reach out with any questions.

Here are four charts that may provide perspective amid the sometimes clamorous political rhetoric.

06/10/2024

From family planning to estate planning, finances can look different for LGBTQIA+ people. Contact me today to learn more.

06/10/2024

A great example of why diversification within a particular sector is so important: Foot Locker and Gap recently exceeded analysts’ earnings estimates while Kohls, Nordstrom, and Ulta Beauty fell below expectations. Learn about driving factors in our market perspective and let’s talk.

What’s ahead in life and how can you plan for it? Your strategy should be as unique as you. Let’s talk about how ladderi...
06/07/2024

What’s ahead in life and how can you plan for it? Your strategy should be as unique as you. Let’s talk about how laddering may fit in.

Laddering life insurance means buying different kinds of policies at varying lengths and times to serve specific functions and address particular risks.

Many retired Americans are returning to the work force, fearing they will run out of money in retirement. Let’s talk thr...
06/05/2024

Many retired Americans are returning to the work force, fearing they will run out of money in retirement. Let’s talk through your situation and see if an annuity can help you secure guaranteed retirement income for life.

Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they ...
06/05/2024

Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.

Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.

06/03/2024

For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up along the way. Let’s make a plan that covers all your bases.

Wishing everyone a Happy Pride month.  We stand with the LGBTQ+ community today and always.
06/01/2024

Wishing everyone a Happy Pride month. We stand with the LGBTQ+ community today and always.

Diversification is key. While home values are up, the overall real estate sector has been trending down this year. What ...
05/30/2024

Diversification is key. While home values are up, the overall real estate sector has been trending down this year. What does this mean for your investments? Let’s discuss.

05/27/2024

Feel like retirement is out of sight? With a little planning, you can retire on your timeline and your terms. Talk to me today to learn how.

Today we honor the bravery of those who gave the ultimate sacrifice for our freedom.
05/27/2024

Today we honor the bravery of those who gave the ultimate sacrifice for our freedom.

Has the Fed seen enough? Unemployment claims are climbing recently. Job openings and wage growth are both slowing down. ...
05/24/2024

Has the Fed seen enough? Unemployment claims are climbing recently. Job openings and wage growth are both slowing down. Read more here and let’s discuss the impacts.

The number of Americans applying for unemployment benefits jumped to its highest level in more than eight months last week in another sign that the labor market may be softening.

Market volatility could have a potential long-term impact on your retirement. You can’t predict downturns, but you can p...
05/24/2024

Market volatility could have a potential long-term impact on your retirement. You can’t predict downturns, but you can prepare for them, and reduce their impact.

Market volatility could have a potential long-term impact on your retirement. While you can't predict market downturns or how long they will last, you can pr...

05/23/2024

You’ve heard the old adage, “It’s time in the market, not timing the market.” Let’s take a look at your time horizon and risk tolerance to ensure you have the right mix of assets to help you achieve your dreams in life.

Life insurance can go a long way toward protecting your loved ones. Let’s talk about how much and what type of coverage ...
05/23/2024

Life insurance can go a long way toward protecting your loved ones. Let’s talk about how much and what type of coverage may fit your needs.

Address

3975 Fair Ridge Drive Suite 315N
Chantilly, VA
22033

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17033952252

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