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.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Couples may be able to head off many of the problems in a marriage that money can cause.
To choose a plan, it’s important to ask yourself four key questions.
What can be learned from the savings rate?
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential capital gains taxes due on your transactions.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.
What are your options for investing in emerging markets?