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 firstname.lastname@example.org or call 410-647-0990. We are conveniently located in Severna Park in Anne Arundel County serving Annapolis, Baltimore, and surrounding areas.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Couples may be able to head off many of the problems in a marriage that money can cause.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There’s a link between debt and stress.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Investors who put off important investment decisions may face potential consequence to their future financial security.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
There’s an alarming difference between perception and reality for current and future retirees.
If you died, what would happen to your email archives, social profiles and online accounts?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.