Estate Planning

Maryland Fee-Only Financial Advisor
College Planning
Creative
Estate Planning
Financial Planning
Long Term Care Insurance
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Admin

As the President of an independent wealth management and investment advisory firm, I am honored that Investopedia has chosen to partner

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Financial Literacy: Key to Creating and Sustaining Wealth for African Americans
Financial Planning
College Planning
Estate Planning
Portfolio Management
Retirement Planning
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Admin

Why Financial Literacy?A major differentiating factor between those who understand how to make money work for them has everything to do with financial literacy,

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Convert Required Minimum Distributions Into Tax Free Income
Estate Planning
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
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Admin

It is currently happening to some and eventually, this will likely happen to all of us. I am referring to Required Minimum Distributions (RMD). The RMD is your required minimum distribution amount which the Internal Revenue Services requires you to withdraw each year from your IRA, SEP-IRA, Simple IRA or retirement plan account when you reach age 70 ½.

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Avoid Making Retirement Planning Mistakes
Estate Planning
Financial Planning
Portfolio Management
Retirement Plan Services
Retirement Planning
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Admin

Hang in there with me for a minute and you will understand what I’m talking about. When done properly, the process of retirement financial planning should greatly reduce the potential for costly mistakes during retirement.

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