How Millennials Can Catch Up For Retirement In A Hurry
Published by Ryan Cooley Millennials are in a tough spot these days. They likely spent their college or early working years dealing with the repercussions of the 2008 recession in the form of unemployment or lower starting wages. They carry a heavy student loan debt load but also understand …
Why You Should Consider Sending Your RMDs Straight To A Charity
Published by Mark Ring, Wealth Advisor If you’re like most of our clients, you are generous. You realize that the world goes far beyond just you and your family and you want to leave your mark on it. You are grateful for the opportunities you have received and want to pass it forward in a …
Do You Have Questions About Your Social Security Benefits?
Published by Daniel Morrison, Wealth Advisor Are you planning on Social Security making up a significant portion of your retirement income? If so, you’re in the same boat as 60% of American retirees. (1) With a program that impacts so many individual lives, you would think people would be m …
My Favorite Things To Do In Baltimore City
Published by Ryan Cooley As someone who has been a resident in Maryland for many years, I can definitely say that living right by Baltimore City is a blessing. There are a ton of things to do and see here: historical sites, fascinating museums (including one that is centered around the base …
Your 2019 Social Security Benefit Guide
Published by Mark Ring, Wealth Advisor About one in six Americans are currently receiving Social Security benefits, most of them retirees. Born out of the need for a safety net during the Great Depression, it is now the major source of income for at least half of the nation’s seniors. (1) B …
Don’t Confuse Tools And Technology With Talent
Published by Daniel Morrison, Wealth Advisor Just Google it. There’s tons of information on the Internet these days. If you want to learn something, Google can give you an answer in seconds. It’s the world’s most comprehensive library—on steroids. In fact, many people are starting to rely …
The Top 4 Regrets In Retirement
Published by Ryan Cooley What’s the first thing that comes to mind when you think about your golden years in retirement? Do you have the desire to travel? Are you simply looking forward to all the time and freedom you’ll have? Are you planning to spend more quality time with family? Most of …
The Top 5 Challenges Of Required Minimum Distributions
Published by Mark Ring, Wealth Advisor Earning a driver’s license is a classic American rite of passage for teenagers on the cusp of adulthood. On the other end of the spectrum is another rite of passage, though not nearly as exciting: required minimum distributions (RMDs). To prevent …
A Second Opinion And A Cup Of Coffee
Published by Daniel Morrison, Wealth Advisor Go ahead and take a moment to look back on the past five to ten years of your life. How much has changed? As life goes on, very few things will remain the same. And while change is something the majority of us have generally come to accept as …
How Might The Market Behave In 2019?
Published by Ryan Cooley The end of 2018 brought with it some downward market trends, but what’s in store for 2019? It’s exciting to watch analysts make predictions for the coming year, but it’s important to remember what they are: predictions. These people are experts at analyzing trends, …
Ten Questions To Ask Your Financial Advisor
Published by Mark Ring, Wealth Advisor Do you ever feel overwhelmed when trying to choose a doctor, a contractor, or a company to do business with? With so many choices, how do you know which one will be the right fit for your situation or personality? How do you know if you’ll like them or …
