Hiring a financial advisor is one of the most important decisions you’ll make as you approach retirement. Asking the right questions can help you find an advisor who understands your goals, communicates clearly, and has experience navigating the tax and financial challenges that come with retirement.
Maryland retirees face a unique mix of tax opportunities and challenges. Learn how retirement income is taxed in Maryland, the key state-specific breaks available to retirees, and how working with a Maryland-based financial advisor can help you create a more tax-efficient retirement strategy.
Market corrections dominated headlines in the first quarter, reigniting discussions about stock market volatility. Despite the uncertainty, historical trends emphasize the importance of long-term investing over short-term reactions. Tariffs and trade concerns fueled worries about inflation and consumer spending, highlighting the need for diversification to navigate market uncertainty and achieve financial goals
Just like a winning bracket, a strong financial plan requires smart diversification, risk management, and the ability to adapt when the unexpected happens. In this post, we break down the lessons March Madness can teach us about building a financial plan—so you can avoid costly upsets and stay on track toward your long-term goals. Read more to make sure your financial game plan is built to last!
March Madness is full of surprises—just like investing. From avoiding emotional decisions to focusing on strategy over perfection, the tournament offers valuable lessons for investors. Discover how building a winning bracket mirrors smart investment principles.
February was a turbulent month for the markets, with major tech stocks pulling back, inflation concerns resurfacing, and investors adjusting to new policy changes. While equities faced headwinds, bonds provided stability, highlighting the value of diversification. In this update, we break down key market trends, the impact of inflation, and why staying disciplined through market swings remains crucial. Read on for insights into the latest developments and what they mean for your investment strategy.
Last-minute tax prep doesn’t have to be stressful. Check out these tips to file on time and avoid penalties.
Dubbed the "eighth wonder of the world," compound interest can be a powerful force for building wealth—or accumulating debt. Unlike simple interest, it grows exponentially by earning interest on both the principal and previous interest. This article explores how compound interest works, its impact on savings and investments, and why understanding it is key to making smarter financial decisions.