What is not Controlled by a Will?

January 10, 2024

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.

An Owner Needs a Business Exit Strategy?

September 14, 2022

You spend a lifetime building your business, so it’s crucial to have a game plan when it’s time to leave. Being prepared will help optimize the transition from a financial and tax perspective.

Trusts Work for Regular Folks

April 14, 2021

When you hear the word trust fund, you might think of wealthy kids a big chunk of cash on their 25th birthday. However, trust funds aren’t just for the rich. They are flexible tools to protect your loved ones.

Can You Increase Your Social Security Benefits?

March 10, 2021

All you have to do is type ‘maximize Social Security’ into Google or any other search engine and you will get hundreds, if not thousands, of hits.

Having a Business Succession Plan is Not Just for You

November 26, 2019

As closely held business owners know, their financial plans, retirement plans, and estate plans are inextricably linked to the value of the business.

What is the Average American Saving for Retirement?

November 5, 2019

What is the size of the average retirement nest egg? It depends on what you mean by ‘average.’

Relocating When You Retire? What You Need to Know

September 4, 2019

One of the great things about being retired is that you no longer have a job tethering you to a particular location. You have the freedom to move. However, just because you can pick up and go, doesn’t mean it’s a good idea to go just anywhere.

When Retirement Is Devoted to Elderly Parents

August 14, 2019

Americans’ longer life spans mean that more families are ‘aging together,’ as researchers call the trend.

Retirement Minimum Distribution (RMDs) Fundamentals

July 8, 2019

Once your money is in a retirement account, it’s there until you’re ready to use it, right? Not exactly.

Taking Social Security While Still Working?

April 9, 2019

Taking Social Security while still working, may sound like a good way to boost your income while you prepare for your impending retirement, but this strategy can have unexpected costs.

(301) 776-7900

322 Main Street, Suite 102

Retirement