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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A quick look at how federal income taxes work.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Understanding the cycle of investing may help you avoid easy pitfalls.