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

Protect Retirement Money With Better Asset Allocation

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Planting A Vegetable Garden Can Help Retirees Save Money
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Financial Planning
Retirement 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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Overcome Writer’s Block With Financial Advice
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Creative
Retirement Planning
Media
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Admin

Writers can definitely learn to overcome Writer’s block with financial advice. I believe that the world benefits from the peaceful hearts and minds of creative individuals. Why? Because these passionate people are valuable to the peace of mind of everyone who appreciates artistic entertainment. Imagine living in a censored world with no new expression of art. No music, no paintings, no sculptures, no dance, no novels.

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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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Managing Portfolio Risk and Tolerance
Blog
Portfolio Management
Retirement Planning
/ By
Admin

If you’re like most people, you could probably use professional advice with managing portfolio risk and tolerance, as well as learning how to evaluate your portfolio in terms of its return potential.

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