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.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
When you’re married and have children, insurance needs will be different.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
What is your plan for health care during retirement?
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a quick guide to checking to see if you have unclaimed money.