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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Protect yourself against the damage that your homeowners policy doesn’t cover.
There’s a link between debt and stress.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The market is as unpredictable as the weather. We’d love to help you prepare.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.