10 Ways the Secure Act Can Impact Retirement

The Setting Every Community Up for Retirement Act (SECURE ACT) was approved by the Senate on December 19, 2019, and signed into law by President ...

Top Holiday Scams

The holidays are a busy time of year. We rush around trying to get last-minute gifts, our brains are overloaded with to-do lists, and time ...

6 Ways to Pay Down Debt

Debt is a nemesis to many, as evidenced by the fact that America’s total debt tops $21 trillion with roughly $4 trillion allocated to consumer ...

6 Ways to Retire Without a Mortgage

Make Extra Mortgage Payments A little goes a long way when you take the long-term view. Applying extra money toward your principal every month can ...

2019 Year-End Financial Checklist | Fee Only Financial Planner Maryland

As 2020 creeps closer, many of us are filled with the desire to get organized, tie up loose ends and create concrete goals for the ...

Pros & Cons of Working During Retirement

Many people plan to work to some degree during retirement. Perhaps because they want or need the income to cover expenses or maybe they just ...

How Much Money Will I Need in Retirement? | Retirement Planning in Maryland

According to the 2019 Retirement Confidence Survey, of 2,700 Americans 25 and older from the Employee Benefit Research Institute (EBRI), 40% of workers said they have less than $25,000 ...

Primary Pillars of Investing | Asset Allocation, Diversification, Rebalancing

Investopedia says, “Investing is the act of allocating funds to an asset or committing capital to an endeavor (a business, project, real estate, etc.), with ...

Catch-Up Contributions Explained | Retirement Planning Services

According to a Transamerica Center study, only 52% of workers know about catch-up contributions. If you are behind on your retirement savings goal and age ...