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.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
At what point can you call a personal vehicle a commercial?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Recent changes in estate tax laws could affect the strategy you have in place.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are Real Estate Investment Trusts right for your portfolio?
What does your home really cost?
Understanding the cycle of investing may help you avoid easy pitfalls.