Financial Solutions for the "Golden Years"
From my 30 years experience of helping 1000's of retirees, I am well acquainted with the risks that individuals face in meeting their retirement goals. My mission is to help individuals plan, implement, and manage every phase of their financial life with the goal that their "Golden Years" are just that, truly "Golden".
I invite you to take a moment to browse through my website. I have made available practical tips and resources to assist you in planning for your retirement.
Would like to know more? Please feel free to contact me at email@example.com or call 410-647-0990. We are conveniently located in Severna Park in Anne Arundel County serving Annapolis, Baltimore, and surrounding areas.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Rightsizing for Retirement
What does your home really cost?
Tips on insuring your teen driver.
Term insurance is the simplest form of life insurance. Here's how it works.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A collection of tips from professional travelers.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.