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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A quick look at how federal income taxes work.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
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.
How federal estate taxes work, plus estate management documents and tactics.
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
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
The decision whether to buy or rent a home may have long-term implications.
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.