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.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
What can be learned from the savings rate?
One way to find money is to examine your current spending habits and eliminate money wasters.
The uncertainties we face in retirement can erode our sense of confidence.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here are five facts about Social Security that are important to keep in mind.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?