Blog

Originally published in Baltimore Business Journal on November 10, 2017

Playing with grandkids, travelling, sitting back “without a care in the world” or volunteering for a local charitable organization. These are just a few ways to visualize your retirement years.  Nobody wants to think about anything less than the ideal, healthy, fulfilling retirement years.

Originally published in Baltimore Business Journal on March 10, 2017

New Job? What do you do with your old employer-sponsored 401(k) retirement plan? Explore four options available to you during an employment transition.

In a world that is getting more and more digital by the day, protecting our sensitive information is more important than ever. The recent breach of Equifax’s massive database has everyone questioning the best course of action to protect themselves from being a victim of identity fraud. Read three methods to protect yourself from identity fraud.

A headline we hear of all too often…It seems as though every year we hear about another professional athlete that files for bankruptcy. It is unfathomable to think a person who earns tens of millions of dollars a year can file for bankruptcy. What causes an athlete from making more money than most people do in a lifetime down the path of “going broke.”

With the cost of college education rising year-after-year, it is no surprise saving for a child’s college education is top-of-mind for most parents. While it is prudent to start putting money aside for college as early as possible, the question becomes, “Where is the best place to save for this?”

Life moves fast, and as the days go by in a blur, updating, or even designating, your beneficiaries can fall to the bottom of your proverbial “to-do” list. With events such as divorce, marriage, or even the birth of a child/grandchild, many things can occur in life that can prompt the need to update beneficiaries.

Originally published in Baltimore Business Journal on Jun 29, 2017

When you sit back and think about the most common types of insurance to protect your financial life, the first few that may come to mind are likely health, life and disability insurance. Rightfully so, since if you are reading this blog, protecting our health, income and family are likely at the top of your priority list. But what about protecting our possessions and financial assets?

There are many terms used to describe the services of a financial advisor.  Some of these include wealth management, financial planning, and investment management.

For anyone who has either played or watched a game of baseball, hitting that big home run is exciting. This can be compared to investing all your money into an investment that tracks the S&P 500 Index and having a year like 2013 when your portfolio was up over 32%.

Corporate financial wellness programs are designed to help your employees take control of their finances, so they can focus on what matters — at work and in their lives.