4905 Del Ray Ave. Suite 503
Bethesda,
MD
20814
Phone:
- (301) 656-1942
Fax:
- (301) 656-5833
E-mail:
Newsletters
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
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Separately Managed Accounts: Tax-Efficiency and Tailored for You
With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Accumulation
Estimate the future value of your current savings.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.