Industry Insights

For some time now, I’ve been sending you messages that I hope are both interesting and entertaining. To me some of the most interesting topics are those that touch my heart.

COMING SOON! Our studio in Hagerstown, MD is set up to record and mix podcasts from notable financial planners from across the country.

Good news! The official start of spring is almost here. Around March 21st the spring or vernal equinox occurs, traditionally marking the beginning of the spring season.

As a financial advisor people often ask me, “How can I get the most out of my 401(k) before I retire?” The answer: try to minimize taxes while maximizing your returns. But how? Here are some suggestions:

Let's talk about the effect of inflation on your retirement lifestyle. Consider the inflation percentages for each of the last five years that are listed below.

Every January, it’s customary to look back at the year that was. What were the highlights? What were the “lowlights”? What got us to where we are today? What lessons can we learn from the past twelve months?

As a financial advisor, I get a lot of questions. Some people ask me if it’s a good time to invest in the markets, or if they should be sticking their money under a mattress. Others ask me about the economy. A few ask me about specific investments. But the most common question I get is probably the best.

Recently, an acquaintance of mine admitted that it was time to start thinking about retirement. “The problem,” he said, “is that I don’t even know where to begin!”

Until You’ve Learned How to Maximize Them. One of the biggest mistakes people can make when planning for retirement is failing to maximize their Social Security benefits.

A great philanthropist once said, “You don’t have to be a celebrity or a certain age to make a difference.” That philanthropist’s name is Ethan King, and as of this writing, he is fourteen years old.