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How To Teach Your Kids About Money

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How To Teach Your Kids About Money

Published by Ryan Cooley Anyone who has kids knows that there never seems to be enough time to intentionally teach your children all they need to know to be a successful adult. How do you consistently instill the values of a strong work ethic, kindness, and respect, not to mention time management and how to take care of your health amid busy days and other responsibilities?  Thankfully there are a lot of things kids will learn on their own, at school, or just through daily life experiences. But one thing you shouldn’t leave to chance is teaching them about finances....read the full article

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My Three Favorite Restaurants In Baltimore

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My Three Favorite Restaurants In Baltimore

Published by Daniel Morrison, Wealth Advisor As a wealth advisor, I work hard at my firm every single day in order to help families unlock the secret to their financial success. As a father and a husband, I love to spend time with my family during my free time outside of my career. One way we have fun together is by eating out and enjoying our favorite foods.  Here are my three favorite restaurants in our hometown of Baltimore:

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Compounding Wealth (and Wisdom)

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Compounding Wealth (and Wisdom)

No single strategy works forever, but you also don’t want to change your approach every time the markets shift slightly. How does investing work – not just for a season or a year or two, but for a lifetime? Time is a major factor when it comes to successful investing.

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How Long Will Your Retirement Savings Last In Each Of The 50 States?

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How Long Will Your Retirement Savings Last In Each Of The 50 States?

Published by Ryan Cooley Times are a-changin’. And they’re changing quickly. $1 million has generally been seen as the gold standard for financial security, but thanks to inflation, a $1 million retirement fund might not get you as far as you think. According to Schwab’s 2019 Modern Wealth Survey,  most Americans believe you need about $2.3 million to make it into the “wealthy” category. (1)

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What Is A Fiduciary And Why Is It Important?

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What Is A Fiduciary And Why Is It Important?

Published by Mark Ring, Wealth Advisor Have you ever heard of the term fiduciary? It’s one of the best words you can hear when searching for a financial advisor. But what does it mean? And why is it so important? Many people aren’t aware of the benefits of a fiduciary and how it may affect the way your money is managed.   Today we’ll talk about what it means to be a fiduciary and how you can make sure your financial advisor is one.

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4 Tips to Take Your 401(k) to the Next Level

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4 Tips to Take Your 401(k) to the Next Level

The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.

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Are You Covered By These Four Key Insurance Policies?

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Are You Covered By These Four Key Insurance Policies?

Published by Daniel Morrison, Wealth Advisor It seems like you can get insurance for just about anything these days. But while it’s a no-brainer to purchase insurance for your car or home, you might be wondering about all those other policies available. Do you need more coverage? Are they necessary?  The right insurance tools can help ensure that your assets are protected and your family or business has a more secure future, even if the unexpected happens. So while you shouldn’t run out and get every single type of insurance out there, consider these four types of insurance that are...read the full article

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The Biggest Financial Mistakes I See

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The Biggest Financial Mistakes I See

Published by Ryan Cooley As a wealth advisor, it is my duty to educate my clients as much as possible so they can avoid financial pitfalls and enjoy the fruits of their wealth. While every client’s situation is unique and treated as such, I have noticed a common thread among my clientele in terms of common financial mistakes I see. 

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

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How a 529 College Savings Plan Can Help Make Summer Dreams a Reality

I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.

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5 Unexpected Threats To Your Retirement Plan

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5 Unexpected Threats To Your Retirement Plan

Published by Daniel Morrison, Wealth Advisor Imagine this: you’ve just retired after a fulfilling career and are enjoying the fruits of your labor. You’ve built up a nest egg and have no doubt it will get you through retirement. Fast-forward a handful of years. You’re looking at your accounts, wondering how the balance is decreasing so quickly. Or maybe you’ve run into some expensive life obstacles and are wondering if your earlier confidence was misplaced.  Don’t let this image become a reality. Instead, before you retire, arm yourself with information about these little-known and often ignored threats that could cause...read the full article

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