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 email@example.com or call 410-647-0990. We are conveniently located in Severna Park in Anne Arundel County serving Annapolis, Baltimore, and surrounding areas.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Earnings season can move markets. What is it and why is it important?
Lifestyle considerations in creating your retirement portfolio.
Bonds may outperform stocks one year only to have stocks rebound the next.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
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
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
With alternative investments, it’s critical to sort through the complexity.
Are you ready for retirement? Here are five words you should consider.