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.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Second marriages are a trigger event to revisit any existing estate strategies.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
An increasing number have been developed to help individuals with their personal finances.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investors seeking world investments can choose between global and international funds. What's the difference?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.