Let Me Help You Solve Your Most Challenging Financial Issue!
I am an independent Maryland Financial Advisor, affiliated with Transamerica Financial Advisors, Inc. - Transamerica Financial Group Division. As such, I am free to focus on the individual needs and requirements of my clients and what I believe will be best for them without being tied to any specific company, program, or plan. Our customized programs are designed to help grow, protect, and conserve our clients' wealth and overall positive financial well-being.
I encourage you to explore our site and take advantage of some of the information sources like the retirement calculator, pertinent news articles, and, of course, don't forget to sign up for our free newsletter.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Ascertaining the value of your business is important for a variety of reasons.
When you’re married and have children, insurance needs will be different.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are Real Estate Investment Trusts right for your portfolio?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.