Financial Planning

Why should you hire an independent financial advisor?
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
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Admin

A question that you may have asked yourself is why you should hire an independent financial advisor? A common question that I hear from people who are not familiar with the difference between a financial advisor who is independent vs.

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Rule #1 For your financial future: there is no “I” in “team”
Blog
Financial Planning
Portfolio Management
Retirement Planning
/ By
Admin

Here is rule #1 for building your financial future. Whether you are a business owner, or an individual, you may rely on the advice and guidance of various financial professionals who may not be working together, as a team on your behalf. In a perfect world the people who provide financial planning & retirement, investment management and tax & estate planning advice should work together as your team, to provide professional advice that is suitable for you and in the best interests of your business or family.

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Roth IRA – maximize retirement live securely
Blog
Financial Planning
Retirement Planning
/ By
Admin

I recall a wise man who was short on words, but long on wisdom saying, "Roth IRA - Maximize Retirement Live Securely." Well, that pretty much sums it up, doesn't it.If you want to get the most out of your retirement years, then you should start by opening a Roth IRA account, contribute the maximum amount -which in 2016 is $5,500, if you are under the age of 50, and $6,500 if you are age 50 and older. Do this every year consistently until you retire.

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Retirees Should Invest In A Good Cyber Security System In Order To Protect Their Money During Retirement
Blog
Financial Planning
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Admin

retirees-should-invest-in-a-good-cyber-security-system-in-order-to-protect-their-money-during-retirement

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Protect Retirement Money With Better Asset Allocation
Financial Planning
Portfolio Management
Retirement Planning
Video Podcast
/ By
Admin

Protect Retirement Money With Better Asset Allocation

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Planting A Vegetable Garden Can Help Retirees Save Money
Blog
Financial Planning
Retirement Planning
/ By
Admin

retirees-should-invest-in-a-good-cyber-security-system-in-order-to-protect-their-money-during-retirement

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Maryland Fee-Only Financial Advisor
College Planning
Creative
Estate Planning
Financial Planning
Long Term Care Insurance
/ By
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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Manage Your Important Financial Documents and Reduce Clutter
Blog
Financial Planning
Retirement Planning
/ By
Admin

A Cluttered Life Can Cost You In The Long Run: Manage Your Important Financial DocumentsIt may surprise you to learn that many people have important financial documents strewn all over their homes - in desk drawers, underneath books,

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Learn how to build excellent credit
Blog
Financial Planning
/ By
Admin

Do you want to learn how to build excellent credit? If you are shopping for a loan, whether it is for a mortgage, car or a credit card need to understand that simply paying your debts on time is not all that is required when trying to build excellent credit.

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Higher Student Loan Rates Presents Challenge for Black Community
College Planning
Financial Planning
Blog
/ By
Admin

Data from the U.S. Census Bureau shows how higher student loans rates presents a challenge for the Black Community. For example, according to the U.S. Census Bureau, 18 percent of African-Americans 35 years old and older had a bachelor’s degree or higher in 2010. Some 1.5 million African-Americans 25 years old and older had advanced degrees in 2010, and 2.9 million were enrolled in college in 2010, a 1.7 million increase since 1990.

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