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I am an independent Maryland Financial Advisor, affiliated with Transamerica Financial Advisors, Inc. 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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
There’s a link between debt and stress.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Military families face unique challenges, making personal finance even more critical.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
It's easy to let investments accumulate like old receipts in a junk drawer.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.