Category: Retirement

New Year; New Financial Goals
Feb 04, 2022
It’s that time of year when we realize we may have indulged a little too much over the holidays, and maybe our bank account is feeling the impact.[...]
8 Mistakes That Can Upend Your Retirement
Jan 17, 2022
Trading in your 9-to-5 for retirement life is supposed to be an exciting time. You can finally sleep in late, play golf, start a hobby, volunteer,[...]
Alphabet Soup: What Your Financial Advisor’s Credentials Tell You
Oct 18, 2021
Chances are, there is at least one acronym that follows your financial advisor’s name on his or her name plate. This may look impressive, but what do[...]
What Type of Retirement Planner Are You?
Oct 04, 2021
Retirement planning has changed. A lot of companies no longer offer retirement savings plans that provide a reliable stream of income like pensions,[...]
Retirement Planning Annapolis: Understanding Vesting
Sep 20, 2021
When it comes to retirement planning (in Annapolis, or anywhere, for that matter) “vesting” is an important term to understand.
Do I Really Need a Financial Advisor?
Jul 27, 2021
As a financial advisor, there’s a question I hear a lot, especially in the age of the Internet: Why should I pay for financial advice when I can get[...]
3 Types of Retirement Plans: When You’re Self-Employed, Which 401(k) is Right for You?
Jun 28, 2021
Retirement planning can be complicated when you do have access to an employer-sponsored retirement plan. There are decisions to make, options to[...]
8 Things You Should Consider Doing with Your 401(k)
Jun 15, 2021
A lot of people have access to a 401(k), but unfortunately, way too many of them aren’t entirely taking advantage of it, and ultimately, are leaving[...]
Important Facts About a 403(b)
Jun 07, 2021
If you are a public-school employee or an employee of a tax-exempt institution, such as a hospital, college, government organization or some[...]
3 Ways People Get Retirement Wrong
May 31, 2021
Of all the financial decisions you’ll have to make over the course of your life, planning for retirement is definitely one you can’t afford to get[...]